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 8-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 | $7,003 | $104,907-93.3% | $84,611-91.7% | $152,861-95.4% |
| Participation rate | 66.7% | 74.8%-8.2pp | 68.2%-1.6pp | 82.4%-15.8pp |
| Annual return | 27.07% | 373.79%-346.7pp | 258.74%-231.7pp | 345.32%-318.2pp |
| Employer contribution / active EE | $1,083 | $3,302-67.2% | $2,652-59.2% | $4,762-77.3% |
| Participant deferral / active EE | $3,474 | $4,688-25.9% | $3,899-10.9% | $5,850-40.6% |
| Admin fee / account holder | $2,083 | $6,241-66.6% | $4,912-57.6% | $11,596-82.0% |