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 4-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 | $30,496 | $101,724-70.0% | $164,813-81.5% | $80,856-62.3% |
| Participation rate | 45.0% | 71.8%-26.8pp | 78.6%-33.6pp | 67.6%-22.6pp |
| Annual return | 11.83% | 16.72%-4.9pp | 69.93%-58.1pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,169 | $2,953-60.4% | $4,341-73.1% | $2,755-57.6% |
| Participant deferral / active EE | $2,685 | $4,477-40.0% | $6,031-55.5% | $4,296-37.5% |
| Admin fee / account holder | $9,189 | $8,227+11.7% | $12,690-27.6% | $6,918+32.8% |