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 | $17,875 | $87,733-79.6% | $106,548-83.2% | $85,850-79.2% |
| Participation rate | 61.5% | 71.9%-10.4pp | 76.1%-14.6pp | 69.3%-7.8pp |
| Annual return | 13.98% | 21.86%-7.9pp | 26.80%-12.8pp | 318.53%-304.6pp |
| Employer contribution / active EE | $923 | $2,073-55.5% | $2,819-67.3% | $2,565-64.0% |
| Participant deferral / active EE | $1,545 | $3,469-55.5% | $4,398-64.9% | $3,952-60.9% |
| Admin fee / account holder | $2,686 | $6,767-60.3% | $7,407-63.7% | $6,260-57.1% |