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 | $11,252 | $115,770-90.3% | $101,248-88.9% | $158,922-92.9% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 14.92% | 56.14%-41.2pp | 46.47%-31.6pp | 302.83%-287.9pp |
| Employer contribution / active EE | $4,797 | $4,175+14.9% | $3,660+31.1% | $4,761+0.7% |
| Participant deferral / active EE | $7,378 | $4,957+48.8% | $4,370+68.8% | $5,982+23.3% |
| Admin fee / account holder | $6,986 | $7,245-3.6% | $5,945+17.5% | $11,246-37.9% |