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 | $22,040 | $91,552-75.9% | $133,956-83.5% | $79,858-72.4% |
| Participation rate | 60.6% | 73.3%-12.7pp | 79.8%-19.2pp | 69.6%-9.0pp |
| Annual return | 24.06% | 61.85%-37.8pp | 45.09%-21.0pp | 31.71%-7.7pp |
| Employer contribution / active EE | $1,100 | $2,384-53.9% | $3,919-71.9% | $2,471-55.5% |
| Participant deferral / active EE | $2,587 | $3,733-30.7% | $5,048-48.7% | $3,740-30.8% |
| Admin fee / account holder | $375 | $6,321-94.1% | $8,927-95.8% | $5,306-92.9% |