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 | $21,496 | $109,413-80.4% | $156,263-86.2% | $84,808-74.7% |
| Participation rate | 56.7% | 72.7%-16.0pp | 78.9%-22.2pp | 68.3%-11.6pp |
| Annual return | 15.35% | 20.18%-4.8pp | 59.47%-44.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,354 | $2,907-53.4% | $4,333-68.8% | $2,631-48.6% |
| Participant deferral / active EE | $3,128 | $4,590-31.8% | $6,158-49.2% | $4,212-25.7% |
| Admin fee / account holder | $929 | $9,357-90.1% | $14,255-93.5% | $7,344-87.4% |