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 | $19,731 | $76,670-74.3% | $96,683-79.6% | $71,457-72.4% |
| Participation rate | 45.7% | 66.6%-20.8pp | 74.3%-28.6pp | 67.9%-22.2pp |
| Annual return | 16.80% | 48.29%-31.5pp | 35.69%-18.9pp | 28.85%-12.0pp |
| Employer contribution / active EE | $1,159 | $3,031-61.8% | $3,737-69.0% | $2,588-55.2% |
| Participant deferral / active EE | $1,952 | $3,771-48.3% | $4,878-60.0% | $4,289-54.5% |
| Admin fee / account holder | $6,270 | $2,028+209.2% | $6,730-6.8% | $1,587+295.0% |