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 | $25,729 | $109,413-76.5% | $156,263-83.5% | $84,808-69.7% |
| Participation rate | 61.8% | 72.7%-10.9pp | 78.9%-17.1pp | 68.3%-6.5pp |
| Annual return | 15.55% | 20.18%-4.6pp | 59.47%-43.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,187 | $2,907-59.2% | $4,333-72.6% | $2,631-54.9% |
| Participant deferral / active EE | $2,230 | $4,590-51.4% | $6,158-63.8% | $4,212-47.0% |
| Admin fee / account holder | $1,737 | $9,357-81.4% | $14,255-87.8% | $7,344-76.4% |