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 | $27,779 | $138,347-79.9% | $184,203-84.9% | $80,856-65.6% |
| Participation rate | 61.3% | 83.9%-22.6pp | 86.8%-25.5pp | 67.6%-6.3pp |
| Annual return | 21.14% | 20.02%+1.1pp | 28.81%-7.7pp | 35.59%-14.5pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $9,729 | $7,071+37.6% | $9,131+6.5% | $4,296+126.5% |
| Admin fee / account holder | $2,515 | $10,483-76.0% | $13,901-81.9% | $6,918-63.6% |