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 | $19,905 | $87,013-77.1% | $106,213-81.3% | $80,856-75.4% |
| Participation rate | 55.9% | 70.4%-14.6pp | 75.3%-19.4pp | 67.6%-11.8pp |
| Annual return | 12.14% | 17.05%-4.9pp | 116.14%-104.0pp | 35.59%-23.5pp |
| Employer contribution / active EE | $1,710 | $2,395-28.6% | $3,171-46.1% | $2,755-37.9% |
| Participant deferral / active EE | $3,398 | $3,986-14.8% | $5,016-32.3% | $4,296-20.9% |
| Admin fee / account holder | $4,670 | $8,431-44.6% | $11,033-57.7% | $6,918-32.5% |