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 4-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 | $27,716 | $125,758-78.0% | $169,993-83.7% | $75,163-63.1% |
| Participation rate | 64.5% | 83.6%-19.1pp | 87.0%-22.5pp | 67.2%-2.7pp |
| Annual return | 22.26% | 27.20%-4.9pp | 53.37%-31.1pp | 160.62%-138.4pp |
| Employer contribution / active EE | $9,700 | $4,615+110.2% | $6,785+43.0% | $2,670+263.3% |
| Participant deferral / active EE | $18,460 | $6,837+170.0% | $10,408+77.4% | $4,125+347.5% |
| Admin fee / account holder | $11,878 | $8,173+45.3% | $12,815-7.3% | $5,651+110.2% |