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 | $19,854 | $87,013-77.2% | $106,213-81.3% | $80,856-75.4% |
| Participation rate | 60.4% | 70.4%-10.0pp | 75.3%-14.9pp | 67.6%-7.2pp |
| Annual return | 46.30% | 17.05%+29.2pp | 116.14%-69.8pp | 35.59%+10.7pp |
| Employer contribution / active EE | $1,161 | $2,395-51.5% | $3,171-63.4% | $2,755-57.9% |
| Participant deferral / active EE | $2,051 | $3,986-48.5% | $5,016-59.1% | $4,296-52.3% |
| Admin fee / account holder | $574 | $8,431-93.2% | $11,033-94.8% | $6,918-91.7% |