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 | $25,603 | $80,968-68.4% | $96,544-73.5% | $75,163-65.9% |
| Participation rate | 44.0% | 71.8%-27.8pp | 76.0%-32.0pp | 67.2%-23.2pp |
| Annual return | 15.39% | 27.06%-11.7pp | 25.84%-10.5pp | 160.62%-145.2pp |
| Employer contribution / active EE | $1,136 | $2,282-50.2% | $2,965-61.7% | $2,670-57.5% |
| Participant deferral / active EE | $2,236 | $3,928-43.1% | $4,851-53.9% | $4,125-45.8% |
| Admin fee / account holder | $1,063 | $6,724-84.2% | $8,252-87.1% | $5,651-81.2% |