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 6-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 | $29,318 | $86,929-66.3% | $102,423-71.4% | $80,856-63.7% |
| Participation rate | 53.1% | 72.4%-19.3pp | 76.5%-23.4pp | 67.6%-14.6pp |
| Annual return | 11.01% | 18.88%-7.9pp | 29.32%-18.3pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,258 | $2,369-46.9% | $3,023-58.4% | $2,755-54.4% |
| Participant deferral / active EE | $2,510 | $4,118-39.1% | $5,053-50.3% | $4,296-41.6% |
| Admin fee / account holder | $5,715 | $8,049-29.0% | $9,451-39.5% | $6,918-17.4% |