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 | $11,877 | $124,319-90.4% | $111,297-89.3% | $167,490-92.9% |
| Participation rate | 56.3% | 79.6%-23.4pp | 77.3%-21.1pp | 82.1%-25.9pp |
| Annual return | 16.00% | 37.44%-21.4pp | 54.65%-38.6pp | 478.56%-462.6pp |
| Employer contribution / active EE | $784 | $3,435-77.2% | $2,731-71.3% | $4,837-83.8% |
| Participant deferral / active EE | $2,418 | $5,180-53.3% | $4,487-46.1% | $6,341-61.9% |
| Admin fee / account holder | $988 | $10,618-90.7% | $7,964-87.6% | $12,309-92.0% |