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 7-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 | $19,775 | $93,571-78.9% | $135,903-85.4% | $75,163-73.7% |
| Participation rate | 62.9% | 75.2%-12.3pp | 81.9%-19.0pp | 67.2%-4.3pp |
| Annual return | 21.95% | 30.90%-9.0pp | 68.23%-46.3pp | 160.62%-138.7pp |
| Employer contribution / active EE | $2,199 | $3,537-37.8% | $4,856-54.7% | $2,670-17.6% |
| Participant deferral / active EE | $4,718 | $6,404-26.3% | $7,758-39.2% | $4,125+14.4% |
| Admin fee / account holder | $1,367 | $6,975-80.4% | $10,762-87.3% | $5,651-75.8% |