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 8-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 | $17,014 | $63,861-73.4% | $104,607-83.7% | $79,858-78.7% |
| Participation rate | 44.0% | 64.9%-20.9pp | 74.1%-30.1pp | 69.6%-25.6pp |
| Annual return | 12.64% | 21.30%-8.7pp | 340.46%-327.8pp | 31.71%-19.1pp |
| Employer contribution / active EE | $612 | $1,588-61.5% | $2,681-77.2% | $2,471-75.2% |
| Participant deferral / active EE | $2,591 | $2,693-3.8% | $3,740-30.7% | $3,740-30.7% |
| Admin fee / account holder | $604 | $4,185-85.6% | $6,473-90.7% | $5,306-88.6% |