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 9-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 | $11,690 | $112,881-89.6% | $90,951-87.1% | $158,922-92.6% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 16.30% | 215.79%-199.5pp | 134.60%-118.3pp | 302.83%-286.5pp |
| Employer contribution / active EE | $2,394 | $2,893-17.2% | $2,122+12.8% | $4,761-49.7% |
| Participant deferral / active EE | $6,332 | $4,128+53.4% | $3,373+87.7% | $5,982+5.8% |
| Admin fee / account holder | $1,405 | $8,041-82.5% | $5,959-76.4% | $11,246-87.5% |