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 | $14,495 | $77,314-81.3% | $177,989-91.9% | $80,856-82.1% |
| Participation rate | 60.0% | 65.7%-5.7pp | 77.1%-17.1pp | 67.6%-7.6pp |
| Annual return | 14.13% | 18.09%-4.0pp | 294.48%-280.4pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,621 | $2,292-29.3% | $3,949-58.9% | $2,755-41.1% |
| Participant deferral / active EE | $2,189 | $4,411-50.4% | $6,276-65.1% | $4,296-49.0% |
| Admin fee / account holder | $4,257 | $7,191-40.8% | $10,363-58.9% | $6,918-38.5% |