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 9-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 | $29,247 | $91,552-68.1% | $133,956-78.2% | $79,858-63.4% |
| Participation rate | 58.6% | 73.3%-14.7pp | 79.8%-21.2pp | 69.6%-11.0pp |
| Annual return | 23.04% | 61.85%-38.8pp | 45.09%-22.0pp | 31.71%-8.7pp |
| Employer contribution / active EE | $1,745 | $2,384-26.8% | $3,919-55.5% | $2,471-29.4% |
| Participant deferral / active EE | $3,015 | $3,733-19.2% | $5,048-40.3% | $3,740-19.4% |
| Admin fee / account holder | $624 | $6,321-90.1% | $8,927-93.0% | $5,306-88.2% |