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 | $22,567 | $79,944-71.8% | $98,439-77.1% | $75,163-70.0% |
| Participation rate | 64.5% | 70.4%-5.9pp | 75.2%-10.6pp | 67.2%-2.7pp |
| Annual return | 14.67% | 19.75%-5.1pp | 21.16%-6.5pp | 160.62%-145.9pp |
| Employer contribution / active EE | $612 | $2,264-73.0% | $3,048-79.9% | $2,670-77.1% |
| Participant deferral / active EE | $3,233 | $3,752-13.8% | $4,738-31.8% | $4,125-21.6% |
| Admin fee / account holder | $1,860 | $6,840-72.8% | $8,948-79.2% | $5,651-67.1% |