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 6-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 | $24,862 | $94,625-73.7% | $116,228-78.6% | $84,808-70.7% |
| Participation rate | 48.8% | 70.4%-21.7pp | 74.6%-25.8pp | 68.3%-19.5pp |
| Annual return | 16.12% | 20.40%-4.3pp | 90.06%-73.9pp | 40.90%-24.8pp |
| Employer contribution / active EE | $867 | $2,347-63.1% | $2,994-71.1% | $2,631-67.1% |
| Participant deferral / active EE | $2,018 | $3,972-49.2% | $4,953-59.3% | $4,212-52.1% |
| Admin fee / account holder | $659 | $10,091-93.5% | $11,989-94.5% | $7,344-91.0% |