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 | $11,890 | $202,432-94.1% | $169,368-93.0% | $139,434-91.5% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.1%-10.5pp | 80.3%-13.7pp |
| Annual return | 29.83% | 531.74%-501.9pp | 405.60%-375.8pp | 372.94%-343.1pp |
| Employer contribution / active EE | $11,768 | $4,692+150.8% | $4,013+193.3% | $4,751+147.7% |
| Participant deferral / active EE | $21,029 | $6,938+203.1% | $6,221+238.0% | $6,710+213.4% |
| Admin fee / account holder | $31,767 | $10,708+196.7% | $9,003+252.8% | $11,403+178.6% |