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 | $13,175 | $61,605-78.6% | $112,229-88.3% | $75,163-82.5% |
| Participation rate | 25.6% | 61.7%-36.0pp | 72.4%-46.8pp | 67.2%-41.6pp |
| Annual return | 19.76% | 28.47%-8.7pp | 30.20%-10.4pp | 160.62%-140.9pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,430-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,422 | $3,108-54.2% | $4,798-70.4% | $4,125-65.5% |
| Admin fee / account holder | $731 | $4,862-85.0% | $7,748-90.6% | $5,651-87.1% |