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 | $16,705 | $58,512-71.5% | $84,015-80.1% | $72,985-77.1% |
| Participation rate | 62.9% | 61.2%+1.7pp | 69.0%-6.1pp | 69.5%-6.6pp |
| Annual return | 21.20% | 28.93%-7.7pp | 71.31%-50.1pp | 81.00%-59.8pp |
| Employer contribution / active EE | $1,035 | $1,163-11.0% | $1,983-47.8% | $2,440-57.6% |
| Participant deferral / active EE | $1,510 | $2,394-36.9% | $3,239-53.4% | $3,607-58.1% |
| Admin fee / account holder | $1,749 | $4,569-61.7% | $6,101-71.3% | $5,124-65.9% |