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 | $14,379 | $81,460-82.3% | $103,333-86.1% | $80,856-82.2% |
| Participation rate | 54.1% | 66.8%-12.8pp | 74.5%-20.5pp | 67.6%-13.6pp |
| Annual return | 10.90% | 25.55%-14.6pp | 24.88%-14.0pp | 35.59%-24.7pp |
| Employer contribution / active EE | $2,391 | $3,105-23.0% | $3,868-38.2% | $2,755-13.2% |
| Participant deferral / active EE | $3,712 | $3,869-4.0% | $5,057-26.6% | $4,296-13.6% |
| Admin fee / account holder | $7,908 | $6,566+20.4% | $8,355-5.4% | $6,918+14.3% |