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 4-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 | $24,452 | $109,881-77.7% | $150,045-83.7% | $84,808-71.2% |
| Participation rate | 45.7% | 76.1%-30.3pp | 82.3%-36.6pp | 68.3%-22.6pp |
| Annual return | 22.48% | 28.25%-5.8pp | 62.55%-40.1pp | 40.90%-18.4pp |
| Employer contribution / active EE | $1,837 | $3,561-48.4% | $4,693-60.9% | $2,631-30.2% |
| Participant deferral / active EE | $2,829 | $6,636-57.4% | $7,997-64.6% | $4,212-32.8% |
| Admin fee / account holder | $2,507 | $8,568-70.7% | $13,435-81.3% | $7,344-65.9% |