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 | $17,670 | $73,933-76.1% | $96,683-81.7% | $75,163-76.5% |
| Participation rate | 46.4% | 66.4%-20.0pp | 74.3%-27.9pp | 67.2%-20.8pp |
| Annual return | 33.31% | 26.70%+6.6pp | 35.69%-2.4pp | 160.62%-127.3pp |
| Employer contribution / active EE | $1,272 | $2,928-56.6% | $3,737-66.0% | $2,670-52.4% |
| Participant deferral / active EE | $2,468 | $3,659-32.5% | $4,878-49.4% | $4,125-40.2% |
| Admin fee / account holder | $1,016 | $5,216-80.5% | $6,730-84.9% | $5,651-82.0% |