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 4-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 | $33,261 | $95,803-65.3% | $113,168-70.6% | $84,808-60.8% |
| Participation rate | 67.6% | 72.9%-5.3pp | 76.6%-9.0pp | 68.3%-0.7pp |
| Annual return | 19.45% | 25.00%-5.6pp | 24.27%-4.8pp | 40.90%-21.4pp |
| Employer contribution / active EE | $2,362 | $2,360+0.1% | $2,975-20.6% | $2,631-10.2% |
| Participant deferral / active EE | $5,059 | $4,242+19.3% | $5,107-0.9% | $4,212+20.1% |
| Admin fee / account holder | $3,913 | $8,989-56.5% | $12,068-67.6% | $7,344-46.7% |