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 | $18,731 | $80,968-76.9% | $96,544-80.6% | $75,163-75.1% |
| Participation rate | 59.0% | 71.8%-12.8pp | 76.0%-17.0pp | 67.2%-8.2pp |
| Annual return | 18.58% | 27.06%-8.5pp | 25.84%-7.3pp | 160.62%-142.0pp |
| Employer contribution / active EE | $1,643 | $2,282-28.0% | $2,965-44.6% | $2,670-38.5% |
| Participant deferral / active EE | $3,397 | $3,928-13.5% | $4,851-30.0% | $4,125-17.6% |
| Admin fee / account holder | $1,637 | $6,724-75.7% | $8,252-80.2% | $5,651-71.0% |