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 | $17,833 | $73,933-75.9% | $96,683-81.6% | $75,163-76.3% |
| Participation rate | 35.4% | 66.4%-31.0pp | 74.3%-38.9pp | 67.2%-31.8pp |
| Annual return | 20.72% | 26.70%-6.0pp | 35.69%-15.0pp | 160.62%-139.9pp |
| Employer contribution / active EE | $750 | $2,928-74.4% | $3,737-79.9% | $2,670-71.9% |
| Participant deferral / active EE | $2,317 | $3,659-36.7% | $4,878-52.5% | $4,125-43.8% |
| Admin fee / account holder | $2,904 | $5,216-44.3% | $6,730-56.9% | $5,651-48.6% |