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 3-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 | $10,883 | $202,432-94.6% | $169,368-93.6% | $139,434-92.2% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 40.24% | 531.74%-491.5pp | 405.60%-365.4pp | 372.94%-332.7pp |
| Employer contribution / active EE | $1,321 | $4,692-71.8% | $4,013-67.1% | $4,751-72.2% |
| Participant deferral / active EE | $2,816 | $6,938-59.4% | $6,221-54.7% | $6,710-58.0% |
| Admin fee / account holder | $303 | $10,708-97.2% | $9,003-96.6% | $11,403-97.3% |