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 4-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 | $23,061 | $87,870-73.8% | $113,168-79.6% | $74,304-69.0% |
| Participation rate | 65.8% | 70.7%-5.0pp | 76.6%-10.8pp | 60.3%+5.4pp |
| Annual return | 30.38% | 26.44%+3.9pp | 24.27%+6.1pp | 29.43%+0.9pp |
| Employer contribution / active EE | $1,948 | $2,277-14.4% | $2,975-34.5% | $2,241-13.1% |
| Participant deferral / active EE | $4,094 | $4,241-3.5% | $5,107-19.8% | $3,767+8.7% |
| Admin fee / account holder | $2,402 | $3,368-28.7% | $12,068-80.1% | $2,969-19.1% |