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 | $15,519 | $59,054-73.7% | $97,226-84.0% | $77,643-80.0% |
| Participation rate | 24.4% | 67.9%-43.5pp | 72.7%-48.3pp | 70.6%-46.2pp |
| Annual return | 26.08% | 16.96%+9.1pp | 75.13%-49.1pp | 31.24%-5.2pp |
| Employer contribution / active EE | $600 | $1,742-65.6% | $2,729-78.0% | $2,726-78.0% |
| Participant deferral / active EE | $1,113 | $3,930-71.7% | $4,264-73.9% | $4,647-76.1% |
| Admin fee / account holder | $1,164 | $346+236.3% | $5,654-79.4% | $430+170.5% |