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 | $27,787 | $71,516-61.1% | $98,439-71.8% | $71,457-61.1% |
| Participation rate | 47.2% | 72.7%-25.5pp | 75.2%-27.9pp | 67.9%-20.7pp |
| Annual return | 29.13% | 32.41%-3.3pp | 21.16%+8.0pp | 28.85%+0.3pp |
| Employer contribution / active EE | $2,399 | $2,3990% | $3,048-21.3% | $2,588-7.3% |
| Participant deferral / active EE | $3,629 | $4,109-11.7% | $4,738-23.4% | $4,289-15.4% |
| Admin fee / account holder | $1,574 | $1,675-6.0% | $8,948-82.4% | $1,587-0.9% |