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 5-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 | $25,919 | $80,968-68.0% | $96,544-73.2% | $75,163-65.5% |
| Participation rate | 62.1% | 71.8%-9.7pp | 76.0%-13.9pp | 67.2%-5.1pp |
| Annual return | 23.13% | 27.06%-3.9pp | 25.84%-2.7pp | 160.62%-137.5pp |
| Employer contribution / active EE | $1,889 | $2,282-17.2% | $2,965-36.3% | $2,670-29.3% |
| Participant deferral / active EE | $2,725 | $3,928-30.6% | $4,851-43.8% | $4,125-33.9% |
| Admin fee / account holder | $1,001 | $6,724-85.1% | $8,252-87.9% | $5,651-82.3% |