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 | $20,108 | $86,929-76.9% | $102,423-80.4% | $80,856-75.1% |
| Participation rate | 51.4% | 72.4%-20.9pp | 76.5%-25.1pp | 67.6%-16.2pp |
| Annual return | 11.55% | 18.88%-7.3pp | 29.32%-17.8pp | 35.59%-24.0pp |
| Employer contribution / active EE | $1,609 | $2,369-32.1% | $3,023-46.8% | $2,755-41.6% |
| Participant deferral / active EE | $3,292 | $4,118-20.1% | $5,053-34.8% | $4,296-23.4% |
| Admin fee / account holder | $7,686 | $8,049-4.5% | $9,451-18.7% | $6,918+11.1% |