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 7-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 | $19,254 | $98,750-80.5% | $149,696-87.1% | $79,858-75.9% |
| Participation rate | 57.7% | 75.8%-18.1pp | 82.5%-24.8pp | 69.6%-11.9pp |
| Annual return | 74.64% | 27.43%+47.2pp | 276.60%-202.0pp | 31.71%+42.9pp |
| Employer contribution / active EE | $1,975 | $3,216-38.6% | $4,644-57.5% | $2,471-20.1% |
| Participant deferral / active EE | $3,530 | $5,680-37.9% | $6,842-48.4% | $3,740-5.6% |
| Admin fee / account holder | $710 | $6,053-88.3% | $9,309-92.4% | $5,306-86.6% |