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 | $20,688 | $65,041-68.2% | $90,951-77.3% | $79,858-74.1% |
| Participation rate | 62.7% | 61.6%+1.1pp | 69.0%-6.3pp | 69.6%-6.9pp |
| Annual return | 15.89% | 30.45%-14.6pp | 134.60%-118.7pp | 31.71%-15.8pp |
| Employer contribution / active EE | $1,198 | $1,247-4.0% | $2,122-43.6% | $2,471-51.5% |
| Participant deferral / active EE | $1,833 | $2,512-27.0% | $3,373-45.7% | $3,740-51.0% |
| Admin fee / account holder | $3,268 | $4,536-28.0% | $5,959-45.2% | $5,306-38.4% |