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 | $21,886 | $109,881-80.1% | $150,045-85.4% | $84,808-74.2% |
| Participation rate | 51.6% | 76.1%-24.5pp | 82.3%-30.7pp | 68.3%-16.7pp |
| Annual return | 19.50% | 28.25%-8.7pp | 62.55%-43.0pp | 40.90%-21.4pp |
| Employer contribution / active EE | $1,617 | $3,561-54.6% | $4,693-65.5% | $2,631-38.5% |
| Participant deferral / active EE | $2,853 | $6,636-57.0% | $7,997-64.3% | $4,212-32.3% |
| Admin fee / account holder | $3,739 | $8,568-56.4% | $13,435-72.2% | $7,344-49.1% |