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 7-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 | $20,227 | $80,673-74.9% | $101,326-80.0% | $84,808-76.1% |
| Participation rate | 50.0% | 77.8%-27.8pp | 81.5%-31.5pp | 68.3%-18.3pp |
| Annual return | 17.59% | 38.95%-21.4pp | 36.82%-19.2pp | 40.90%-23.3pp |
| Employer contribution / active EE | $2,148 | $2,698-20.4% | $3,665-41.4% | $2,631-18.4% |
| Participant deferral / active EE | $3,303 | $6,840-51.7% | $7,994-58.7% | $4,212-21.6% |
| Admin fee / account holder | $7,340 | $12,784-42.6% | $11,185-34.4% | $7,3440% |