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 3-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 | $19,385 | $101,724-80.9% | $164,813-88.2% | $80,856-76.0% |
| Participation rate | 62.1% | 71.8%-9.7pp | 78.6%-16.5pp | 67.6%-5.5pp |
| Annual return | 13.95% | 16.72%-2.8pp | 69.93%-56.0pp | 35.59%-21.6pp |
| Employer contribution / active EE | $1,733 | $2,953-41.3% | $4,341-60.1% | $2,755-37.1% |
| Participant deferral / active EE | $3,003 | $4,477-32.9% | $6,031-50.2% | $4,296-30.1% |
| Admin fee / account holder | $585 | $8,227-92.9% | $12,690-95.4% | $6,918-91.5% |