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 6-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 | $18,294 | $71,050-74.3% | $93,606-80.5% | $80,856-77.4% |
| Participation rate | 41.8% | 60.4%-18.6pp | 68.7%-26.9pp | 67.6%-25.8pp |
| Annual return | 11.33% | 11.26%+0.1pp | 133.20%-121.9pp | 35.59%-24.3pp |
| Employer contribution / active EE | $918 | $1,564-41.3% | $2,420-62.1% | $2,755-66.7% |
| Participant deferral / active EE | $1,918 | $4,034-52.4% | $4,411-56.5% | $4,296-55.3% |
| Admin fee / account holder | $1,802 | $6,945-74.1% | $8,285-78.3% | $6,918-74.0% |