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 4-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 | $11,933 | $80,968-85.3% | $96,544-87.6% | $75,163-84.1% |
| Participation rate | 64.7% | 71.8%-7.1pp | 76.0%-11.3pp | 67.2%-2.5pp |
| Annual return | 25.19% | 27.06%-1.9pp | 25.84%-0.6pp | 160.62%-135.4pp |
| Employer contribution / active EE | $2,142 | $2,282-6.1% | $2,965-27.8% | $2,670-19.8% |
| Participant deferral / active EE | $3,233 | $3,928-17.7% | $4,851-33.3% | $4,125-21.6% |
| Admin fee / account holder | $4,066 | $6,724-39.5% | $8,252-50.7% | $5,651-28.0% |