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 3-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 | $12,979 | $175,202-92.6% | $149,673-91.3% | $139,434-90.7% |
| Participation rate | 55.6% | 83.4%-27.8pp | 78.8%-23.2pp | 80.3%-24.8pp |
| Annual return | 24.40% | 166.71%-142.3pp | 134.42%-110.0pp | 372.94%-348.5pp |
| Employer contribution / active EE | $1,967 | $5,474-64.1% | $4,818-59.2% | $4,751-58.6% |
| Participant deferral / active EE | $6,624 | $6,519+1.6% | $5,680+16.6% | $6,710-1.3% |
| Admin fee / account holder | $3,524 | $16,150-78.2% | $13,210-73.3% | $11,403-69.1% |