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 | $24,677 | $66,098-62.7% | $101,794-75.8% | $74,304-66.8% |
| Participation rate | 42.0% | 53.8%-11.7pp | 69.2%-27.2pp | 60.3%-18.3pp |
| Annual return | 16.23% | 19.59%-3.4pp | 30.53%-14.3pp | 29.43%-13.2pp |
| Employer contribution / active EE | $1,391 | $1,082+28.7% | $2,289-39.2% | $2,241-37.9% |
| Participant deferral / active EE | $4,498 | $2,781+61.7% | $4,084+10.1% | $3,767+19.4% |
| Admin fee / account holder | $7,230 | $4,146+74.4% | $8,777-17.6% | $2,969+143.5% |