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 5-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 | $30,169 | $87,870-65.7% | $113,168-73.3% | $74,304-59.4% |
| Participation rate | 52.0% | 70.7%-18.8pp | 76.6%-24.6pp | 60.3%-8.4pp |
| Annual return | 31.59% | 26.44%+5.1pp | 24.27%+7.3pp | 29.43%+2.2pp |
| Employer contribution / active EE | $1,833 | $2,277-19.5% | $2,975-38.4% | $2,241-18.2% |
| Participant deferral / active EE | $3,201 | $4,241-24.5% | $5,107-37.3% | $3,767-15.0% |
| Admin fee / account holder | $4,330 | $3,368+28.6% | $12,068-64.1% | $2,969+45.9% |