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 | $15,390 | $149,734-89.7% | $118,925-87.1% | $158,922-90.3% |
| Participation rate | 66.7% | 82.1%-15.4pp | 75.4%-8.7pp | 82.0%-15.3pp |
| Annual return | 33.92% | 19.95%+14.0pp | 35.88%-2.0pp | 302.83%-268.9pp |
| Employer contribution / active EE | $1,521 | $4,115-63.0% | $3,263-53.4% | $4,761-68.1% |
| Participant deferral / active EE | $3,560 | $5,223-31.8% | $4,265-16.5% | $5,982-40.5% |
| Admin fee / account holder | $965 | $8,603-88.8% | $6,581-85.3% | $11,246-91.4% |