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 | $32,489 | $95,803-66.1% | $113,168-71.3% | $84,808-61.7% |
| Participation rate | 61.3% | 72.9%-11.6pp | 76.6%-15.3pp | 68.3%-7.0pp |
| Annual return | 12.37% | 25.00%-12.6pp | 24.27%-11.9pp | 40.90%-28.5pp |
| Employer contribution / active EE | $1,168 | $2,360-50.5% | $2,975-60.8% | $2,631-55.6% |
| Participant deferral / active EE | $2,678 | $4,242-36.9% | $5,107-47.6% | $4,212-36.4% |
| Admin fee / account holder | $1,181 | $8,989-86.9% | $12,068-90.2% | $7,344-83.9% |