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 3-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 | $27,398 | $87,013-68.5% | $106,213-74.2% | $80,856-66.1% |
| Participation rate | 60.7% | 70.4%-9.7pp | 75.3%-14.6pp | 67.6%-6.9pp |
| Annual return | 13.51% | 17.05%-3.5pp | 116.14%-102.6pp | 35.59%-22.1pp |
| Employer contribution / active EE | $4,711 | $2,395+96.7% | $3,171+48.5% | $2,755+71.0% |
| Participant deferral / active EE | $2,616 | $3,986-34.4% | $5,016-47.8% | $4,296-39.1% |
| Admin fee / account holder | $3,916 | $8,431-53.6% | $11,033-64.5% | $6,918-43.4% |