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 | $11,022 | $65,395-83.1% | $182,532-94.0% | $72,985-84.9% |
| Participation rate | 54.0% | 65.4%-11.5pp | 78.0%-24.0pp | 69.5%-15.5pp |
| Annual return | 44.63% | 27.68%+16.9pp | 148.54%-103.9pp | 81.00%-36.4pp |
| Employer contribution / active EE | $1,835 | $1,911-4.0% | $4,076-55.0% | $2,440-24.8% |
| Participant deferral / active EE | $3,092 | $3,563-13.2% | $5,524-44.0% | $3,607-14.3% |
| Admin fee / account holder | $953 | $4,245-77.6% | $8,592-88.9% | $5,124-81.4% |