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 5-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 | $8,775 | $106,515-91.8% | $96,683-90.9% | $139,434-93.7% |
| Participation rate | 57.1% | 77.8%-20.7pp | 74.3%-17.2pp | 80.3%-23.2pp |
| Annual return | 34.32% | 38.43%-4.1pp | 35.69%-1.4pp | 372.94%-338.6pp |
| Employer contribution / active EE | $2,253 | $4,103-45.1% | $3,737-39.7% | $4,751-52.6% |
| Participant deferral / active EE | $5,063 | $5,454-7.2% | $4,878+3.8% | $6,710-24.6% |
| Admin fee / account holder | $850 | $7,877-89.2% | $6,730-87.4% | $11,403-92.5% |