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 | $23,371 | $162,781-85.6% | $133,956-82.6% | $158,922-85.3% |
| Participation rate | 57.1% | 83.2%-26.1pp | 79.8%-22.7pp | 82.0%-24.8pp |
| Annual return | 13.58% | 41.94%-28.4pp | 45.09%-31.5pp | 302.83%-289.2pp |
| Employer contribution / active EE | $1,101 | $4,975-77.9% | $3,919-71.9% | $4,761-76.9% |
| Participant deferral / active EE | $3,255 | $5,911-44.9% | $5,048-35.5% | $5,982-45.6% |
| Admin fee / account holder | $747 | $11,736-93.6% | $8,927-91.6% | $11,246-93.4% |