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 9-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 | $18,778 | $109,359-82.8% | $162,163-88.4% | $72,985-74.3% |
| Participation rate | 48.6% | 84.3%-35.7pp | 87.6%-39.0pp | 69.5%-20.9pp |
| Annual return | 31.62% | 25.46%+6.2pp | 115.59%-84.0pp | 81.00%-49.4pp |
| Employer contribution / active EE | $1,810 | $3,907-53.7% | $5,614-67.8% | $2,440-25.8% |
| Participant deferral / active EE | $4,126 | $5,481-24.7% | $7,298-43.5% | $3,607+14.4% |
| Admin fee / account holder | $2,469 | $7,972-69.0% | $10,843-77.2% | $5,124-51.8% |