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 | $14,063 | $86,929-83.8% | $102,423-86.3% | $80,856-82.6% |
| Participation rate | 59.5% | 72.4%-12.9pp | 76.5%-17.0pp | 67.6%-8.2pp |
| Annual return | 14.86% | 18.88%-4.0pp | 29.32%-14.5pp | 35.59%-20.7pp |
| Employer contribution / active EE | $1,632 | $2,369-31.1% | $3,023-46.0% | $2,755-40.8% |
| Participant deferral / active EE | $2,272 | $4,118-44.8% | $5,053-55.0% | $4,296-47.1% |
| Admin fee / account holder | $645 | $8,049-92.0% | $9,451-93.2% | $6,918-90.7% |