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 6-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 | $16,180 | $74,927-78.4% | $101,794-84.1% | $84,808-80.9% |
| Participation rate | 51.6% | 61.4%-9.8pp | 69.2%-17.6pp | 68.3%-16.7pp |
| Annual return | 20.76% | 18.70%+2.1pp | 30.53%-9.8pp | 40.90%-20.1pp |
| Employer contribution / active EE | $571 | $1,522-62.5% | $2,289-75.1% | $2,631-78.3% |
| Participant deferral / active EE | $1,479 | $3,099-52.3% | $4,084-63.8% | $4,212-64.9% |
| Admin fee / account holder | $339 | $6,514-94.8% | $8,777-96.1% | $7,344-95.4% |