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 | $22,473 | $214,378-89.5% | $200,582-88.8% | $142,382-84.2% |
| Participation rate | 61.5% | 87.4%-25.9pp | 86.9%-25.3pp | 80.1%-18.6pp |
| Annual return | 19.21% | 46.41%-27.2pp | 42.33%-23.1pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,959 | $6,841-71.4% | $6,419-69.5% | $4,299-54.4% |
| Participant deferral / active EE | $4,253 | $9,865-56.9% | $9,331-54.4% | $6,507-34.6% |
| Admin fee / account holder | $2,042 | $17,692-88.5% | $16,305-87.5% | $12,624-83.8% |