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 | $13,508 | $65,561-79.4% | $86,188-84.3% | $75,163-82.0% |
| Participation rate | 30.2% | 60.5%-30.3pp | 69.0%-38.8pp | 67.2%-37.0pp |
| Annual return | 19.08% | 46.05%-27.0pp | 1168.45%-1149.4pp | 160.62%-141.5pp |
| Employer contribution / active EE | $528 | $1,553-66.0% | $2,380-77.8% | $2,670-80.2% |
| Participant deferral / active EE | $1,416 | $3,024-53.2% | $3,985-64.5% | $4,125-65.7% |
| Admin fee / account holder | $416 | $5,474-92.4% | $6,852-93.9% | $5,651-92.6% |