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 | $10,409 | $159,602-93.5% | $150,045-93.1% | $142,382-92.7% |
| Participation rate | 57.1% | 84.0%-26.8pp | 82.3%-25.2pp | 80.1%-23.0pp |
| Annual return | 12.76% | 70.24%-57.5pp | 62.55%-49.8pp | 217.08%-204.3pp |
| Employer contribution / active EE | $1,487 | $4,961-70.0% | $4,693-68.3% | $4,299-65.4% |
| Participant deferral / active EE | $3,537 | $8,310-57.4% | $7,997-55.8% | $6,507-45.6% |
| Admin fee / account holder | $8,103 | $14,846-45.4% | $13,435-39.7% | $12,624-35.8% |