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 4-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 | $12,160 | $73,933-83.6% | $96,683-87.4% | $75,163-83.8% |
| Participation rate | 58.6% | 66.4%-7.8pp | 74.3%-15.7pp | 67.2%-8.6pp |
| Annual return | 35.01% | 26.70%+8.3pp | 35.69%-0.7pp | 160.62%-125.6pp |
| Employer contribution / active EE | $1,940 | $2,928-33.7% | $3,737-48.1% | $2,670-27.3% |
| Participant deferral / active EE | $2,679 | $3,659-26.8% | $4,878-45.1% | $4,125-35.1% |
| Admin fee / account holder | $587 | $5,216-88.7% | $6,730-91.3% | $5,651-89.6% |