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 | $13,483 | $217,402-93.8% | $185,823-92.7% | $167,490-92.0% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 18.03% | 148.36%-130.3pp | 122.05%-104.0pp | 478.56%-460.5pp |
| Employer contribution / active EE | $2,107 | $5,873-64.1% | $5,167-59.2% | $4,837-56.4% |
| Participant deferral / active EE | $3,374 | $6,356-46.9% | $5,568-39.4% | $6,341-46.8% |
| Admin fee / account holder | $1,297 | $19,811-93.5% | $16,237-92.0% | $12,309-89.5% |