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 | $31,528 | $95,803-67.1% | $113,168-72.1% | $84,808-62.8% |
| Participation rate | 55.9% | 72.9%-17.0pp | 76.6%-20.7pp | 68.3%-12.4pp |
| Annual return | 13.52% | 25.00%-11.5pp | 24.27%-10.7pp | 40.90%-27.4pp |
| Employer contribution / active EE | $920 | $2,360-61.0% | $2,975-69.1% | $2,631-65.0% |
| Participant deferral / active EE | $2,353 | $4,242-44.5% | $5,107-53.9% | $4,212-44.1% |
| Admin fee / account holder | $4,239 | $8,989-52.8% | $12,068-64.9% | $7,344-42.3% |