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 7-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 | $29,038 | $109,413-73.5% | $156,263-81.4% | $84,808-65.8% |
| Participation rate | 54.1% | 72.7%-18.6pp | 78.9%-24.9pp | 68.3%-14.3pp |
| Annual return | 14.47% | 20.18%-5.7pp | 59.47%-45.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,584 | $2,907-45.5% | $4,333-63.5% | $2,631-39.8% |
| Participant deferral / active EE | $3,859 | $4,590-15.9% | $6,158-37.3% | $4,212-8.4% |
| Admin fee / account holder | $2,319 | $9,357-75.2% | $14,255-83.7% | $7,344-68.4% |