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 10-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 | $16,020 | $157,256-89.8% | $141,162-88.7% | $152,861-89.5% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.4%-25.3pp |
| Annual return | 22.07% | 64.32%-42.3pp | 71.39%-49.3pp | 345.32%-323.3pp |
| Employer contribution / active EE | $1,577 | $5,261-70.0% | $4,735-66.7% | $4,762-66.9% |
| Participant deferral / active EE | $4,160 | $7,109-41.5% | $6,709-38.0% | $5,850-28.9% |
| Admin fee / account holder | $3,537 | $12,120-70.8% | $10,261-65.5% | $11,596-69.5% |