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 9-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 | $17,021 | $72,492-76.5% | $87,100-80.5% | $72,985-76.7% |
| Participation rate | 44.9% | 72.8%-27.9pp | 76.9%-32.0pp | 69.5%-24.6pp |
| Annual return | 24.90% | 24.46%+0.4pp | 28.19%-3.3pp | 81.00%-56.1pp |
| Employer contribution / active EE | $1,281 | $1,894-32.3% | $2,521-49.2% | $2,440-47.5% |
| Participant deferral / active EE | $2,654 | $3,270-18.8% | $4,049-34.5% | $3,607-26.4% |
| Admin fee / account holder | $1,522 | $5,055-69.9% | $7,497-79.7% | $5,124-70.3% |