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 | $32,076 | $216,711-85.2% | $136,749-76.5% | $85,563-62.5% |
| Participation rate | 32.9% | 51.7%-18.8pp | 72.1%-39.2pp | 66.0%-33.1pp |
| Annual return | 23.78% | 15.26%+8.5pp | 24.33%-0.5pp | 31.51%-7.7pp |
| Employer contribution / active EE | $751 | $1,660-54.8% | $3,400-77.9% | $2,654-71.7% |
| Participant deferral / active EE | $1,101 | $2,635-58.2% | $4,692-76.5% | $4,375-74.8% |
| Admin fee / account holder | $907 | $1,223-25.8% | $11,386-92.0% | $834+8.7% |