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 8-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 | $20,474 | $72,277-71.7% | $101,248-79.8% | $79,858-74.4% |
| Participation rate | 41.4% | 68.5%-27.1pp | 75.8%-34.4pp | 69.6%-28.3pp |
| Annual return | 27.90% | 22.30%+5.6pp | 46.47%-18.6pp | 31.71%-3.8pp |
| Employer contribution / active EE | $1,094 | $2,692-59.3% | $3,660-70.1% | $2,471-55.7% |
| Participant deferral / active EE | $2,303 | $3,282-29.8% | $4,370-47.3% | $3,740-38.4% |
| Admin fee / account holder | $885 | $4,400-79.9% | $5,945-85.1% | $5,306-83.3% |