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 | $17,362 | $86,929-80.0% | $102,423-83.0% | $80,856-78.5% |
| Participation rate | 59.7% | 72.4%-12.7pp | 76.5%-16.8pp | 67.6%-7.9pp |
| Annual return | 15.14% | 18.88%-3.7pp | 29.32%-14.2pp | 35.59%-20.5pp |
| Employer contribution / active EE | $1,205 | $2,369-49.1% | $3,023-60.1% | $2,755-56.3% |
| Participant deferral / active EE | $2,291 | $4,118-44.4% | $5,053-54.7% | $4,296-46.7% |
| Admin fee / account holder | $5,390 | $8,049-33.0% | $9,451-43.0% | $6,918-22.1% |