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 | $19,027 | $78,485-75.8% | $106,213-82.1% | $74,495-74.5% |
| Participation rate | 51.1% | 72.8%-21.7pp | 75.3%-24.2pp | 67.2%-16.1pp |
| Annual return | 14.44% | 15.95%-1.5pp | 116.14%-101.7pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $1,283 | $2,523-49.2% | $3,171-59.6% | $2,623-51.1% |
| Participant deferral / active EE | $2,176 | $4,322-49.7% | $5,016-56.6% | $4,346-49.9% |
| Admin fee / account holder | $2,118 | $2,232-5.1% | $11,033-80.8% | $1,942+9.1% |