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 | $17,748 | $76,670-76.9% | $96,683-81.6% | $71,457-75.2% |
| Participation rate | 24.1% | 66.6%-42.5pp | 74.3%-50.2pp | 67.9%-43.8pp |
| Annual return | 41.38% | 48.29%-6.9pp | 35.69%+5.7pp | 28.85%+12.5pp |
| Employer contribution / active EE | $864 | $3,031-71.5% | $3,737-76.9% | $2,588-66.6% |
| Participant deferral / active EE | $1,693 | $3,771-55.1% | $4,878-65.3% | $4,289-60.5% |
| Admin fee / account holder | $969 | $2,028-52.2% | $6,730-85.6% | $1,587-38.9% |