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 | $25,079 | $87,870-71.5% | $113,168-77.8% | $74,304-66.2% |
| Participation rate | 41.1% | 70.7%-29.6pp | 76.6%-35.4pp | 60.3%-19.2pp |
| Annual return | 19.34% | 26.44%-7.1pp | 24.27%-4.9pp | 29.43%-10.1pp |
| Employer contribution / active EE | $1,439 | $2,277-36.8% | $2,975-51.6% | $2,241-35.8% |
| Participant deferral / active EE | $2,611 | $4,241-38.4% | $5,107-48.9% | $3,767-30.7% |
| Admin fee / account holder | $4,093 | $3,368+21.5% | $12,068-66.1% | $2,969+37.9% |