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 | $29,298 | $73,710-60.3% | $98,439-70.2% | - |
| Participation rate | 41.4% | 64.9%-23.4pp | 75.2%-33.7pp | - |
| Annual return | 22.70% | 11.66%+11.0pp | 21.16%+1.5pp | - |
| Employer contribution / active EE | $1,280 | $2,125-39.7% | $3,048-58.0% | - |
| Participant deferral / active EE | $3,823 | $4,019-4.9% | $4,738-19.3% | - |
| Admin fee / account holder | $3,186 | $12,790-75.1% | $8,948-64.4% | - |