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 | $11,063 | $77,503-85.7% | $100,391-89.0% | $80,856-86.3% |
| Participation rate | 69.2% | 76.9%-7.7pp | 81.5%-12.3pp | 67.6%+1.6pp |
| Annual return | 22.98% | 37.20%-14.2pp | 49.20%-26.2pp | 35.59%-12.6pp |
| Employer contribution / active EE | $2,561 | $2,801-8.6% | $3,942-35.0% | $2,755-7.0% |
| Participant deferral / active EE | $3,179 | $6,820-53.4% | $8,082-60.7% | $4,296-26.0% |
| Admin fee / account holder | $634 | $5,897-89.2% | $7,899-92.0% | $6,918-90.8% |