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 | $20,811 | $65,041-68.0% | $90,951-77.1% | $79,858-73.9% |
| Participation rate | 36.5% | 61.6%-25.1pp | 69.0%-32.5pp | 69.6%-33.1pp |
| Annual return | 28.20% | 30.45%-2.2pp | 134.60%-106.4pp | 31.71%-3.5pp |
| Employer contribution / active EE | $372 | $1,247-70.1% | $2,122-82.5% | $2,471-84.9% |
| Participant deferral / active EE | $2,899 | $2,512+15.4% | $3,373-14.1% | $3,740-22.5% |
| Admin fee / account holder | $2,161 | $4,536-52.4% | $5,959-63.7% | $5,306-59.3% |