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 | $14,470 | $68,547-78.9% | $120,354-88.0% | $80,856-82.1% |
| Participation rate | 38.9% | 61.6%-22.7pp | 71.9%-33.0pp | 67.6%-28.7pp |
| Annual return | 20.16% | 23.60%-3.4pp | 107.15%-87.0pp | 35.59%-15.4pp |
| Employer contribution / active EE | $694 | $2,051-66.2% | $3,463-79.9% | $2,755-74.8% |
| Participant deferral / active EE | $1,981 | $3,173-37.6% | $4,991-60.3% | $4,296-53.9% |
| Admin fee / account holder | $493 | $5,732-91.4% | $9,423-94.8% | $6,918-92.9% |