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 7-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 | $23,515 | $98,750-76.2% | $149,696-84.3% | $79,858-70.6% |
| Participation rate | 52.3% | 75.8%-23.5pp | 82.5%-30.2pp | 69.6%-17.3pp |
| Annual return | 26.38% | 27.43%-1.0pp | 276.60%-250.2pp | 31.71%-5.3pp |
| Employer contribution / active EE | $1,527 | $3,216-52.5% | $4,644-67.1% | $2,471-38.2% |
| Participant deferral / active EE | $2,946 | $5,680-48.1% | $6,842-56.9% | $3,740-21.2% |
| Admin fee / account holder | $514 | $6,053-91.5% | $9,309-94.5% | $5,306-90.3% |