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 3-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 | $21,183 | $87,870-75.9% | $113,168-81.3% | $74,304-71.5% |
| Participation rate | 60.2% | 70.7%-10.6pp | 76.6%-16.4pp | 60.3%-0.2pp |
| Annual return | 13.19% | 26.44%-13.3pp | 24.27%-11.1pp | 29.43%-16.2pp |
| Employer contribution / active EE | $2,427 | $2,277+6.6% | $2,975-18.4% | $2,241+8.3% |
| Participant deferral / active EE | $3,478 | $4,241-18.0% | $5,107-31.9% | $3,767-7.7% |
| Admin fee / account holder | $2,501 | $3,368-25.7% | $12,068-79.3% | $2,969-15.7% |