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 | $23,965 | $101,724-76.4% | $164,813-85.5% | $80,856-70.4% |
| Participation rate | 59.0% | 71.8%-12.8pp | 78.6%-19.6pp | 67.6%-8.6pp |
| Annual return | 15.47% | 16.72%-1.2pp | 69.93%-54.5pp | 35.59%-20.1pp |
| Employer contribution / active EE | $1,030 | $2,953-65.1% | $4,341-76.3% | $2,755-62.6% |
| Participant deferral / active EE | $2,025 | $4,477-54.8% | $6,031-66.4% | $4,296-52.9% |
| Admin fee / account holder | $1,006 | $8,227-87.8% | $12,690-92.1% | $6,918-85.5% |