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 | $22,017 | $185,822-88.2% | $169,993-87.0% | $139,434-84.2% |
| Participation rate | 55.0% | 87.8%-32.8pp | 87.0%-32.0pp | 80.3%-25.3pp |
| Annual return | 24.91% | 60.50%-35.6pp | 53.37%-28.5pp | 372.94%-348.0pp |
| Employer contribution / active EE | $2,134 | $7,590-71.9% | $6,785-68.6% | $4,751-55.1% |
| Participant deferral / active EE | $5,023 | $11,622-56.8% | $10,408-51.7% | $6,710-25.1% |
| Admin fee / account holder | $1,245 | $15,381-91.9% | $12,815-90.3% | $11,403-89.1% |