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 | $27,843 | $96,484-71.1% | $156,263-82.2% | $74,304-62.5% |
| Participation rate | 51.6% | 67.7%-16.0pp | 78.9%-27.3pp | 60.3%-8.7pp |
| Annual return | 24.53% | 17.73%+6.8pp | 59.47%-34.9pp | 29.43%-4.9pp |
| Employer contribution / active EE | $1,598 | $2,528-36.8% | $4,333-63.1% | $2,241-28.7% |
| Participant deferral / active EE | $2,347 | $4,286-45.2% | $6,158-61.9% | $3,767-37.7% |
| Admin fee / account holder | $1,311 | $3,728-64.8% | $14,255-90.8% | $2,969-55.9% |