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 5-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 | $27,422 | $100,923-72.8% | $150,045-81.7% | $74,304-63.1% |
| Participation rate | 40.7% | 70.1%-29.4pp | 82.3%-41.6pp | 60.3%-19.7pp |
| Annual return | 17.06% | 51.77%-34.7pp | 62.55%-45.5pp | 29.43%-12.4pp |
| Employer contribution / active EE | $1,323 | $3,463-61.8% | $4,693-71.8% | $2,241-41.0% |
| Participant deferral / active EE | $2,219 | $6,709-66.9% | $7,997-72.2% | $3,767-41.1% |
| Admin fee / account holder | $942 | $2,767-66.0% | $13,435-93.0% | $2,969-68.3% |