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 | $25,708 | $86,929-70.4% | $102,423-74.9% | $80,856-68.2% |
| Participation rate | 58.2% | 72.4%-14.2pp | 76.5%-18.3pp | 67.6%-9.5pp |
| Annual return | 17.70% | 18.88%-1.2pp | 29.32%-11.6pp | 35.59%-17.9pp |
| Employer contribution / active EE | $1,912 | $2,369-19.3% | $3,023-36.7% | $2,755-30.6% |
| Participant deferral / active EE | $4,051 | $4,118-1.6% | $5,053-19.8% | $4,296-5.7% |
| Admin fee / account holder | $707 | $8,049-91.2% | $9,451-92.5% | $6,918-89.8% |