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 8-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 | $24,761 | $80,724-69.3% | $103,333-76.0% | $74,495-66.8% |
| Participation rate | 33.6% | 65.7%-32.1pp | 74.5%-40.9pp | 67.2%-33.6pp |
| Annual return | 12.06% | 27.56%-15.5pp | 24.88%-12.8pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $1,380 | $3,157-56.3% | $3,868-64.3% | $2,623-47.4% |
| Participant deferral / active EE | $1,910 | $3,860-50.5% | $5,057-62.2% | $4,346-56.0% |
| Admin fee / account holder | $2,595 | $2,368+9.6% | $8,355-68.9% | $1,942+33.7% |