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 | $27,990 | $197,591-85.8% | $177,821-84.3% | $158,922-82.4% |
| Participation rate | 53.8% | 88.5%-34.7pp | 87.7%-33.9pp | 82.0%-28.1pp |
| Annual return | 84.07% | 58.76%+25.3pp | 48.32%+35.7pp | 302.83%-218.8pp |
| Employer contribution / active EE | $2,726 | $6,697-59.3% | $5,918-53.9% | $4,761-42.7% |
| Participant deferral / active EE | $5,723 | $8,405-31.9% | $7,714-25.8% | $5,982-4.3% |
| Admin fee / account holder | $5,904 | $15,399-61.7% | $12,427-52.5% | $11,246-47.5% |