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 9-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 | $27,486 | $78,422-65.0% | $95,952-71.4% | $79,858-65.6% |
| Participation rate | 30.8% | 73.5%-42.7pp | 77.1%-46.3pp | 69.6%-38.9pp |
| Annual return | 12.95% | 19.37%-6.4pp | 91.61%-78.7pp | 31.71%-18.8pp |
| Employer contribution / active EE | $1,068 | $1,945-45.1% | $2,541-58.0% | $2,471-56.8% |
| Participant deferral / active EE | $1,857 | $3,440-46.0% | $4,167-55.4% | $3,740-50.3% |
| Admin fee / account holder | $8,354 | $5,622+48.6% | $6,795+22.9% | $5,306+57.4% |