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 7-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 | $17,016 | $86,929-80.4% | $102,423-83.4% | $80,856-79.0% |
| Participation rate | 35.1% | 72.4%-37.2pp | 76.5%-41.4pp | 67.6%-32.5pp |
| Annual return | 12.91% | 18.88%-6.0pp | 29.32%-16.4pp | 35.59%-22.7pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,179 | $4,118-47.1% | $5,053-56.9% | $4,296-49.3% |
| Admin fee / account holder | $3,192 | $8,049-60.3% | $9,451-66.2% | $6,918-53.9% |