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 | $15,152 | $77,314-80.4% | $177,989-91.5% | $80,856-81.3% |
| Participation rate | 63.0% | 65.7%-2.7pp | 77.1%-14.0pp | 67.6%-4.6pp |
| Annual return | 13.38% | 18.09%-4.7pp | 294.48%-281.1pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,641 | $2,292-28.4% | $3,949-58.4% | $2,755-40.4% |
| Participant deferral / active EE | $2,901 | $4,411-34.2% | $6,276-53.8% | $4,296-32.5% |
| Admin fee / account holder | $1,225 | $7,191-83.0% | $10,363-88.2% | $6,918-82.3% |