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 | $19,769 | $185,822-89.4% | $169,993-88.4% | $139,434-85.8% |
| Participation rate | 57.1% | 87.8%-30.6pp | 87.0%-29.9pp | 80.3%-23.2pp |
| Annual return | 11.29% | 60.50%-49.2pp | 53.37%-42.1pp | 372.94%-361.7pp |
| Employer contribution / active EE | $2,082 | $7,590-72.6% | $6,785-69.3% | $4,751-56.2% |
| Participant deferral / active EE | $3,116 | $11,622-73.2% | $10,408-70.1% | $6,710-53.6% |
| Admin fee / account holder | $1,866 | $15,381-87.9% | $12,815-85.4% | $11,403-83.6% |