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 9-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 | $14,564 | $52,580-72.3% | $71,671-79.7% | $70,131-79.2% |
| Participation rate | 68.8% | 60.9%+7.9pp | 68.7%+0.1pp | 69.5%-0.7pp |
| Annual return | 0.00% | 20.25%-20.3pp | 20.65%-20.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,625 | $1,616+0.6% | $2,460-33.9% | $2,342-30.6% |
| Participant deferral / active EE | $3,043 | $2,386+27.5% | $3,438-11.5% | $3,332-8.7% |
| Admin fee / account holder | $658 | $3,653-82.0% | $5,558-88.2% | $4,645-85.8% |