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 | $15,967 | $65,041-75.5% | $90,951-82.4% | $79,858-80.0% |
| Participation rate | 40.8% | 61.6%-20.8pp | 69.0%-28.2pp | 69.6%-28.8pp |
| Annual return | 13.06% | 30.45%-17.4pp | 134.60%-121.5pp | 31.71%-18.7pp |
| Employer contribution / active EE | $1,082 | $1,247-13.3% | $2,122-49.0% | $2,471-56.2% |
| Participant deferral / active EE | $2,672 | $2,512+6.4% | $3,373-20.8% | $3,740-28.6% |
| Admin fee / account holder | $1,569 | $4,536-65.4% | $5,959-73.7% | $5,306-70.4% |