See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,258 | $78,672-76.8% | $109,143-83.3% | $85,850-78.7% |
| Participation rate | 43.6% | 68.3%-24.7pp | 75.9%-32.3pp | 69.3%-25.7pp |
| Annual return | 15.97% | 25.09%-9.1pp | 25.75%-9.8pp | 318.53%-302.6pp |
| Employer contribution / active EE | $1,380 | $2,735-49.5% | $3,722-62.9% | $2,565-46.2% |
| Participant deferral / active EE | $3,096 | $3,467-10.7% | $4,653-33.5% | $3,952-21.7% |
| Admin fee / account holder | $530 | $5,469-90.3% | $6,752-92.1% | $6,260-91.5% |