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 | $17,636 | $86,944-79.7% | $107,525-83.6% | $74,304-76.3% |
| Participation rate | 63.5% | 59.6%+3.9pp | 75.1%-11.6pp | 60.3%+3.1pp |
| Annual return | 18.55% | 23.52%-5.0pp | 181.32%-162.8pp | 29.43%-10.9pp |
| Employer contribution / active EE | $1,521 | $2,757-44.8% | $3,754-59.5% | $2,241-32.2% |
| Participant deferral / active EE | $2,456 | $3,554-30.9% | $5,116-52.0% | $3,767-34.8% |
| Admin fee / account holder | $1,235 | $3,727-66.8% | $8,919-86.1% | $2,969-58.4% |