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 | $16,450 | $62,127-73.5% | $81,382-79.8% | $74,495-77.9% |
| Participation rate | 57.8% | 64.0%-6.2pp | 69.5%-11.7pp | 67.2%-9.4pp |
| Annual return | 12.65% | 16.48%-3.8pp | 24.73%-12.1pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $995 | $1,882-47.1% | $2,463-59.6% | $2,623-62.0% |
| Participant deferral / active EE | $2,278 | $3,229-29.5% | $3,883-41.3% | $4,346-47.6% |
| Admin fee / account holder | $4,808 | $1,934+148.6% | $5,768-16.6% | $1,942+147.6% |