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 | $20,921 | $95,803-78.2% | $113,168-81.5% | $84,808-75.3% |
| Participation rate | 48.4% | 72.9%-24.5pp | 76.6%-28.2pp | 68.3%-19.9pp |
| Annual return | 51.02% | 25.00%+26.0pp | 24.27%+26.8pp | 40.90%+10.1pp |
| Employer contribution / active EE | $1,684 | $2,360-28.6% | $2,975-43.4% | $2,631-36.0% |
| Participant deferral / active EE | $2,385 | $4,242-43.8% | $5,107-53.3% | $4,212-43.4% |
| Admin fee / account holder | $389 | $8,989-95.7% | $12,068-96.8% | $7,344-94.7% |