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 9-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 | $20,620 | $87,013-76.3% | $106,213-80.6% | $80,856-74.5% |
| Participation rate | 51.6% | 70.4%-18.8pp | 75.3%-23.7pp | 67.6%-16.0pp |
| Annual return | 16.19% | 17.05%-0.9pp | 116.14%-100.0pp | 35.59%-19.4pp |
| Employer contribution / active EE | $916 | $2,395-61.8% | $3,171-71.1% | $2,755-66.7% |
| Participant deferral / active EE | $5,301 | $3,986+33.0% | $5,016+5.7% | $4,296+23.4% |
| Admin fee / account holder | $777 | $8,431-90.8% | $11,033-93.0% | $6,918-88.8% |