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 | $11,797 | $175,202-93.3% | $149,673-92.1% | $139,434-91.5% |
| Participation rate | 68.8% | 83.4%-14.6pp | 78.8%-10.0pp | 80.3%-11.6pp |
| Annual return | 12.56% | 166.71%-154.1pp | 134.42%-121.9pp | 372.94%-360.4pp |
| Employer contribution / active EE | $1,394 | $5,474-74.5% | $4,818-71.1% | $4,751-70.7% |
| Participant deferral / active EE | $2,540 | $6,519-61.0% | $5,680-55.3% | $6,710-62.1% |
| Admin fee / account holder | $12,348 | $16,150-23.5% | $13,210-6.5% | $11,403+8.3% |