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 4-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 | $15,515 | $68,914-77.5% | $136,749-88.7% | $74,304-79.1% |
| Participation rate | 46.3% | 51.3%-5.0pp | 72.1%-25.8pp | 60.3%-14.1pp |
| Annual return | 18.55% | 16.34%+2.2pp | 24.33%-5.8pp | 29.43%-10.9pp |
| Employer contribution / active EE | $973 | $1,561-37.7% | $3,400-71.4% | $2,241-56.6% |
| Participant deferral / active EE | $1,490 | $2,541-41.4% | $4,692-68.2% | $3,767-60.4% |
| Admin fee / account holder | $1,345 | $3,149-57.3% | $11,386-88.2% | $2,969-54.7% |