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 8-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 | $15,511 | $118,680-86.9% | $98,907-84.3% | $158,922-90.2% |
| Participation rate | 64.7% | 77.8%-13.1pp | 76.0%-11.3pp | 82.0%-17.3pp |
| Annual return | 13.80% | 372.35%-358.6pp | 196.43%-182.6pp | 302.83%-289.0pp |
| Employer contribution / active EE | $1,751 | $3,333-47.5% | $2,689-34.9% | $4,761-63.2% |
| Participant deferral / active EE | $3,511 | $5,088-31.0% | $4,244-17.3% | $5,982-41.3% |
| Admin fee / account holder | $913 | $10,131-91.0% | $6,642-86.3% | $11,246-91.9% |