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 | $21,118 | $214,378-90.1% | $200,582-89.5% | $142,382-85.2% |
| Participation rate | 53.3% | 87.4%-34.1pp | 86.9%-33.6pp | 80.1%-26.8pp |
| Annual return | 16.58% | 46.41%-29.8pp | 42.33%-25.8pp | 217.08%-200.5pp |
| Employer contribution / active EE | $5,930 | $6,841-13.3% | $6,419-7.6% | $4,299+37.9% |
| Participant deferral / active EE | $10,327 | $9,865+4.7% | $9,331+10.7% | $6,507+58.7% |
| Admin fee / account holder | $18,238 | $17,692+3.1% | $16,305+11.9% | $12,624+44.5% |