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 | $8,609 | $106,515-91.9% | $96,683-91.1% | $139,434-93.8% |
| Participation rate | 36.4% | 77.8%-41.5pp | 74.3%-38.0pp | 80.3%-44.0pp |
| Annual return | 68.27% | 38.43%+29.8pp | 35.69%+32.6pp | 372.94%-304.7pp |
| Employer contribution / active EE | $1,187 | $4,103-71.1% | $3,737-68.2% | $4,751-75.0% |
| Participant deferral / active EE | $1,868 | $5,454-65.7% | $4,878-61.7% | $6,710-72.2% |
| Admin fee / account holder | $1,155 | $7,877-85.3% | $6,730-82.8% | $11,403-89.9% |