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 | $12,922 | $117,841-89.0% | $102,423-87.4% | $145,922-91.1% |
| Participation rate | 62.5% | 78.6%-16.1pp | 76.5%-14.0pp | 80.3%-17.8pp |
| Annual return | 9.24% | 31.65%-22.4pp | 29.32%-20.1pp | 561.29%-552.0pp |
| Employer contribution / active EE | $1,949 | $3,615-46.1% | $3,023-35.5% | $4,660-58.2% |
| Participant deferral / active EE | $2,352 | $5,731-59.0% | $5,053-53.5% | $6,688-64.8% |
| Admin fee / account holder | $343 | $13,326-97.4% | $9,451-96.4% | $13,397-97.4% |