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 6-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 | $24,210 | $76,670-68.4% | $96,683-75.0% | $71,457-66.1% |
| Participation rate | 31.9% | 66.6%-34.7pp | 74.3%-42.5pp | 67.9%-36.1pp |
| Annual return | 21.57% | 48.29%-26.7pp | 35.69%-14.1pp | 28.85%-7.3pp |
| Employer contribution / active EE | $1,119 | $3,031-63.1% | $3,737-70.1% | $2,588-56.8% |
| Participant deferral / active EE | $1,894 | $3,771-49.8% | $4,878-61.2% | $4,289-55.8% |
| Admin fee / account holder | $978 | $2,028-51.8% | $6,730-85.5% | $1,587-38.4% |