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 | $32,250 | $125,758-74.4% | $169,993-81.0% | $75,163-57.1% |
| Participation rate | 60.0% | 83.6%-23.6pp | 87.0%-27.0pp | 67.2%-7.2pp |
| Annual return | 29.96% | 27.20%+2.8pp | 53.37%-23.4pp | 160.62%-130.7pp |
| Employer contribution / active EE | $2,219 | $4,615-51.9% | $6,785-67.3% | $2,670-16.9% |
| Participant deferral / active EE | $3,810 | $6,837-44.3% | $10,408-63.4% | $4,125-7.6% |
| Admin fee / account holder | $1,321 | $8,173-83.8% | $12,815-89.7% | $5,651-76.6% |