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 3-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 | $35,943 | $148,978-75.9% | $200,582-82.1% | $84,808-57.6% |
| Participation rate | 58.3% | 84.2%-25.9pp | 86.9%-28.6pp | 68.3%-10.0pp |
| Annual return | 21.99% | 28.16%-6.2pp | 42.33%-20.3pp | 40.90%-18.9pp |
| Employer contribution / active EE | $2,359 | $4,815-51.0% | $6,419-63.3% | $2,631-10.3% |
| Participant deferral / active EE | $3,925 | $7,142-45.0% | $9,331-57.9% | $4,212-6.8% |
| Admin fee / account holder | $5,486 | $13,977-60.8% | $16,305-66.4% | $7,344-25.3% |