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 | $15,686 | $98,750-84.1% | $149,696-89.5% | $79,858-80.4% |
| Participation rate | 60.5% | 75.8%-15.2pp | 82.5%-21.9pp | 69.6%-9.1pp |
| Annual return | 19.13% | 27.43%-8.3pp | 276.60%-257.5pp | 31.71%-12.6pp |
| Employer contribution / active EE | $1,968 | $3,216-38.8% | $4,644-57.6% | $2,471-20.3% |
| Participant deferral / active EE | $3,827 | $5,680-32.6% | $6,842-44.1% | $3,740+2.3% |
| Admin fee / account holder | $2,690 | $6,053-55.6% | $9,309-71.1% | $5,306-49.3% |