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 | $8,541 | $81,460-89.5% | $103,333-91.7% | $80,856-89.4% |
| Participation rate | 65.4% | 66.8%-1.5pp | 74.5%-9.1pp | 67.6%-2.3pp |
| Annual return | 224.72% | 25.55%+199.2pp | 24.88%+199.8pp | 35.59%+189.1pp |
| Employer contribution / active EE | $1,864 | $3,105-40.0% | $3,868-51.8% | $2,755-32.3% |
| Participant deferral / active EE | $2,445 | $3,869-36.8% | $5,057-51.7% | $4,296-43.1% |
| Admin fee / account holder | $953 | $6,566-85.5% | $8,355-88.6% | $6,918-86.2% |