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 6-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 | $21,921 | $98,750-77.8% | $149,696-85.4% | $79,858-72.6% |
| Participation rate | 54.9% | 75.8%-20.9pp | 82.5%-27.6pp | 69.6%-14.8pp |
| Annual return | 33.45% | 27.43%+6.0pp | 276.60%-243.2pp | 31.71%+1.7pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,470 | $5,680+13.9% | $6,842-5.4% | $3,740+73.0% |
| Admin fee / account holder | $784 | $6,053-87.0% | $9,309-91.6% | $5,306-85.2% |