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 | $16,129 | $72,277-77.7% | $101,248-84.1% | $79,858-79.8% |
| Participation rate | 66.7% | 68.5%-1.8pp | 75.8%-9.1pp | 69.6%-3.0pp |
| Annual return | 21.43% | 22.30%-0.9pp | 46.47%-25.0pp | 31.71%-10.3pp |
| Employer contribution / active EE | $2,100 | $2,692-22.0% | $3,660-42.6% | $2,471-15.0% |
| Participant deferral / active EE | $3,959 | $3,282+20.6% | $4,370-9.4% | $3,740+5.9% |
| Admin fee / account holder | $620 | $4,400-85.9% | $5,945-89.6% | $5,306-88.3% |