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 | $22,345 | $101,724-78.0% | $164,813-86.4% | $80,856-72.4% |
| Participation rate | 46.7% | 71.8%-25.2pp | 78.6%-31.9pp | 67.6%-21.0pp |
| Annual return | 15.71% | 16.72%-1.0pp | 69.93%-54.2pp | 35.59%-19.9pp |
| Employer contribution / active EE | $1,445 | $2,953-51.1% | $4,341-66.7% | $2,755-47.5% |
| Participant deferral / active EE | $2,894 | $4,477-35.4% | $6,031-52.0% | $4,296-32.6% |
| Admin fee / account holder | $508 | $8,227-93.8% | $12,690-96.0% | $6,918-92.7% |