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 | $16,219 | $89,753-81.9% | $107,525-84.9% | $84,808-80.9% |
| Participation rate | 38.7% | 68.1%-29.4pp | 75.1%-36.4pp | 68.3%-29.6pp |
| Annual return | 26.37% | 29.48%-3.1pp | 181.32%-154.9pp | 40.90%-14.5pp |
| Employer contribution / active EE | $1,326 | $3,113-57.4% | $3,754-64.7% | $2,631-49.6% |
| Participant deferral / active EE | $2,137 | $4,056-47.3% | $5,116-58.2% | $4,212-49.3% |
| Admin fee / account holder | $1,503 | $7,222-79.2% | $8,919-83.1% | $7,344-79.5% |