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 | $16,739 | $73,933-77.4% | $96,683-82.7% | $75,163-77.7% |
| Participation rate | 50.7% | 66.4%-15.7pp | 74.3%-23.7pp | 67.2%-16.5pp |
| Annual return | 15.20% | 26.70%-11.5pp | 35.69%-20.5pp | 160.62%-145.4pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,630 | $3,659-55.4% | $4,878-66.6% | $4,125-60.5% |
| Admin fee / account holder | $3,966 | $5,216-24.0% | $6,730-41.1% | $5,651-29.8% |