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 | $11,918 | $127,386-90.6% | $115,037-89.6% | $125,391-90.5% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | 2.08% | 31.28%-29.2pp | 26.14%-24.1pp | 282.22%-280.1pp |
| Employer contribution / active EE | $1,789 | $5,166-65.4% | $4,608-61.2% | $4,866-63.2% |
| Participant deferral / active EE | $2,684 | $6,423-58.2% | $6,026-55.5% | $5,352-49.9% |
| Admin fee / account holder | $3,700 | $9,516-61.1% | $8,175-54.7% | $9,540-61.2% |