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 | $16,484 | $89,753-81.6% | $107,525-84.7% | $84,808-80.6% |
| Participation rate | 58.8% | 68.1%-9.2pp | 75.1%-16.3pp | 68.3%-9.5pp |
| Annual return | 16.83% | 29.48%-12.6pp | 181.32%-164.5pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,622 | $3,113-47.9% | $3,754-56.8% | $2,631-38.4% |
| Participant deferral / active EE | $2,446 | $4,056-39.7% | $5,116-52.2% | $4,212-41.9% |
| Admin fee / account holder | $911 | $7,222-87.4% | $8,919-89.8% | $7,344-87.6% |