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 | $17,730 | $89,355-80.2% | $141,162-87.4% | $72,985-75.7% |
| Participation rate | 60.9% | 75.1%-14.2pp | 82.5%-21.6pp | 69.5%-8.6pp |
| Annual return | 85.29% | 111.85%-26.6pp | 71.39%+13.9pp | 81.00%+4.3pp |
| Employer contribution / active EE | $2,744 | $3,114-11.9% | $4,735-42.0% | $2,440+12.5% |
| Participant deferral / active EE | $5,936 | $5,418+9.6% | $6,709-11.5% | $3,607+64.5% |
| Admin fee / account holder | $3,347 | $5,958-43.8% | $10,261-67.4% | $5,124-34.7% |