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 | $31,278 | $197,591-84.2% | $177,821-82.4% | $158,922-80.3% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 26.67% | 58.76%-32.1pp | 48.32%-21.7pp | 302.83%-276.2pp |
| Employer contribution / active EE | $3,208 | $6,697-52.1% | $5,918-45.8% | $4,761-32.6% |
| Participant deferral / active EE | $7,750 | $8,405-7.8% | $7,714+0.5% | $5,982+29.5% |
| Admin fee / account holder | $5,103 | $15,399-66.9% | $12,427-58.9% | $11,246-54.6% |