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 8-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 | $22,027 | $89,753-75.5% | $107,525-79.5% | $84,808-74.0% |
| Participation rate | 31.7% | 68.1%-36.3pp | 75.1%-43.3pp | 68.3%-36.6pp |
| Annual return | 15.21% | 29.48%-14.3pp | 181.32%-166.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $864 | $3,113-72.3% | $3,754-77.0% | $2,631-67.2% |
| Participant deferral / active EE | $1,802 | $4,056-55.6% | $5,116-64.8% | $4,212-57.2% |
| Admin fee / account holder | $4,152 | $7,222-42.5% | $8,919-53.4% | $7,344-43.5% |