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 | $23,382 | $78,422-70.2% | $95,952-75.6% | $79,858-70.7% |
| Participation rate | 47.3% | 73.5%-26.2pp | 77.1%-29.8pp | 69.6%-22.4pp |
| Annual return | 13.98% | 19.37%-5.4pp | 91.61%-77.6pp | 31.71%-17.7pp |
| Employer contribution / active EE | $1,471 | $1,945-24.4% | $2,541-42.1% | $2,471-40.5% |
| Participant deferral / active EE | $2,948 | $3,440-14.3% | $4,167-29.2% | $3,740-21.2% |
| Admin fee / account holder | $3,626 | $5,622-35.5% | $6,795-46.6% | $5,306-31.7% |