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 | $26,623 | $80,968-67.1% | $96,544-72.4% | $75,163-64.6% |
| Participation rate | 19.2% | 71.8%-52.5pp | 76.0%-56.7pp | 67.2%-48.0pp |
| Annual return | 19.76% | 27.06%-7.3pp | 25.84%-6.1pp | 160.62%-140.9pp |
| Employer contribution / active EE | $2,214 | $2,282-3.0% | $2,965-25.3% | $2,670-17.1% |
| Participant deferral / active EE | $3,890 | $3,928-1.0% | $4,851-19.8% | $4,125-5.7% |
| Admin fee / account holder | $1,473 | $6,724-78.1% | $8,252-82.2% | $5,651-73.9% |