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 5-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 | $27,117 | $79,700-66.0% | $153,485-82.3% | $74,495-63.6% |
| Participation rate | 58.9% | 69.8%-10.9pp | 77.1%-18.2pp | 67.2%-8.3pp |
| Annual return | 13.46% | 15.07%-1.6pp | 15.65%-2.2pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $2,334 | $4,016-41.9% | $5,039-53.7% | $2,623-11.0% |
| Participant deferral / active EE | $4,262 | $5,315-19.8% | $6,757-36.9% | $4,346-1.9% |
| Admin fee / account holder | $4,315 | $1,790+141.1% | $12,724-66.1% | $1,942+122.2% |