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 | $23,938 | $109,881-78.2% | $150,045-84.0% | $84,808-71.8% |
| Participation rate | 55.6% | 76.1%-20.5pp | 82.3%-26.8pp | 68.3%-12.8pp |
| Annual return | 15.70% | 28.25%-12.5pp | 62.55%-46.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,628 | $3,561-54.3% | $4,693-65.3% | $2,631-38.1% |
| Participant deferral / active EE | $3,909 | $6,636-41.1% | $7,997-51.1% | $4,212-7.2% |
| Admin fee / account holder | $1,637 | $8,568-80.9% | $13,435-87.8% | $7,344-77.7% |