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 | $14,054 | $95,803-85.3% | $113,168-87.6% | $84,808-83.4% |
| Participation rate | 68.0% | 72.9%-4.9pp | 76.6%-8.6pp | 68.3%-0.3pp |
| Annual return | 17.32% | 25.00%-7.7pp | 24.27%-7.0pp | 40.90%-23.6pp |
| Employer contribution / active EE | $1,165 | $2,360-50.6% | $2,975-60.8% | $2,631-55.7% |
| Participant deferral / active EE | $2,175 | $4,242-48.7% | $5,107-57.4% | $4,212-48.4% |
| Admin fee / account holder | $1,082 | $8,989-88.0% | $12,068-91.0% | $7,344-85.3% |