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 | $15,389 | $118,849-87.1% | $96,562-84.1% | $167,490-90.8% |
| Participation rate | 57.1% | 75.5%-18.3pp | 69.8%-12.7pp | 82.1%-25.0pp |
| Annual return | 21.24% | 50.49%-29.2pp | 37.78%-16.5pp | 478.56%-457.3pp |
| Employer contribution / active EE | $1,303 | $3,120-58.2% | $2,356-44.7% | $4,837-73.1% |
| Participant deferral / active EE | $1,988 | $4,616-56.9% | $3,849-48.3% | $6,341-68.6% |
| Admin fee / account holder | $1,295 | $8,065-83.9% | $6,181-79.0% | $12,309-89.5% |