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 | $20,468 | $138,347-85.2% | $184,203-88.9% | $80,856-74.7% |
| Participation rate | 46.5% | 83.9%-37.4pp | 86.8%-40.3pp | 67.6%-21.1pp |
| Annual return | 17.46% | 20.02%-2.6pp | 28.81%-11.3pp | 35.59%-18.1pp |
| Employer contribution / active EE | $2,282 | $4,850-53.0% | $6,427-64.5% | $2,755-17.2% |
| Participant deferral / active EE | $3,227 | $7,071-54.4% | $9,131-64.7% | $4,296-24.9% |
| Admin fee / account holder | $1,028 | $10,483-90.2% | $13,901-92.6% | $6,918-85.1% |