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 | $16,009 | $69,362-76.9% | $101,248-84.2% | $73,488-78.2% |
| Participation rate | 57.8% | 68.4%-10.5pp | 75.8%-18.0pp | 70.7%-12.8pp |
| Annual return | 18.10% | 18.46%-0.4pp | 46.47%-28.4pp | 28.51%-10.4pp |
| Employer contribution / active EE | $1,208 | $2,628-54.1% | $3,660-67.0% | $2,270-46.8% |
| Participant deferral / active EE | $1,718 | $3,300-47.9% | $4,370-60.7% | $3,740-54.1% |
| Admin fee / account holder | $831 | $704+18.1% | $5,945-86.0% | $513+61.9% |