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 | $15,730 | $73,933-78.7% | $96,683-83.7% | $75,163-79.1% |
| Participation rate | 53.6% | 66.4%-12.9pp | 74.3%-20.8pp | 67.2%-13.6pp |
| Annual return | 25.95% | 26.70%-0.8pp | 35.69%-9.7pp | 160.62%-134.7pp |
| Employer contribution / active EE | $1,093 | $2,928-62.7% | $3,737-70.7% | $2,670-59.0% |
| Participant deferral / active EE | $1,769 | $3,659-51.6% | $4,878-63.7% | $4,125-57.1% |
| Admin fee / account holder | $2,565 | $5,216-50.8% | $6,730-61.9% | $5,651-54.6% |