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 | $21,159 | $54,701-61.3% | $86,188-75.5% | $71,457-70.4% |
| Participation rate | 43.5% | 60.1%-16.6pp | 69.0%-25.4pp | 67.9%-24.4pp |
| Annual return | 18.33% | 20.06%-1.7pp | 1168.45%-1150.1pp | 28.85%-10.5pp |
| Employer contribution / active EE | $1,496 | $1,265+18.2% | $2,380-37.2% | $2,588-42.2% |
| Participant deferral / active EE | $2,163 | $3,108-30.4% | $3,985-45.7% | $4,289-49.6% |
| Admin fee / account holder | $2,143 | $1,922+11.5% | $6,852-68.7% | $1,587+35.0% |