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 9-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 | $12,140 | $101,069-88.0% | $81,478-85.1% | $147,584-91.8% |
| Participation rate | 60.0% | 74.5%-14.5pp | 68.0%-8.0pp | 82.8%-22.8pp |
| Annual return | 23.06% | 32.40%-9.3pp | 38.78%-15.7pp | 578.55%-555.5pp |
| Employer contribution / active EE | $712 | $3,205-77.8% | $2,568-72.3% | $4,876-85.4% |
| Participant deferral / active EE | $3,434 | $4,242-19.0% | $3,537-2.9% | $5,439-36.9% |
| Admin fee / account holder | $2,245 | $5,812-61.4% | $4,561-50.8% | $10,885-79.4% |