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 10-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 | $21,823 | $208,526-89.5% | $96,683-77.4% | - |
| Participation rate | 44.4% | 66.0%-21.5pp | 74.3%-29.9pp | - |
| Annual return | 22.63% | 18.23%+4.4pp | 35.69%-13.1pp | - |
| Employer contribution / active EE | $1,358 | $2,182-37.8% | $3,737-63.6% | - |
| Participant deferral / active EE | $2,913 | $4,056-28.2% | $4,878-40.3% | - |
| Admin fee / account holder | $3,408 | $13,060-73.9% | $6,730-49.4% | - |