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 | $18,839 | $74,927-74.9% | $101,794-81.5% | $84,808-77.8% |
| Participation rate | 57.7% | 61.4%-3.7pp | 69.2%-11.5pp | 68.3%-10.6pp |
| Annual return | 18.98% | 18.70%+0.3pp | 30.53%-11.5pp | 40.90%-21.9pp |
| Employer contribution / active EE | $1,744 | $1,522+14.6% | $2,289-23.8% | $2,631-33.7% |
| Participant deferral / active EE | $2,715 | $3,099-12.4% | $4,084-33.5% | $4,212-35.5% |
| Admin fee / account holder | $493 | $6,514-92.4% | $8,777-94.4% | $7,344-93.3% |