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 | $6,750 | $179,726-96.2% | $156,263-95.7% | $142,382-95.3% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.9%-18.9pp | 80.1%-20.1pp |
| Annual return | 18.91% | 77.86%-58.9pp | 59.47%-40.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,766 | $5,069-65.2% | $4,333-59.2% | $4,299-58.9% |
| Participant deferral / active EE | $3,044 | $6,956-56.2% | $6,158-50.6% | $6,507-53.2% |
| Admin fee / account holder | $7,195 | $17,272-58.3% | $14,255-49.5% | $12,624-43.0% |