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 | $7,090 | $165,984-95.7% | $164,813-95.7% | $145,922-95.1% |
| Participation rate | 53.8% | 82.0%-28.2pp | 78.6%-24.8pp | 80.3%-26.4pp |
| Annual return | 15.47% | 100.03%-84.6pp | 69.93%-54.5pp | 561.29%-545.8pp |
| Employer contribution / active EE | $3,091 | $5,273-41.4% | $4,341-28.8% | $4,660-33.7% |
| Participant deferral / active EE | $5,059 | $6,959-27.3% | $6,031-16.1% | $6,688-24.4% |
| Admin fee / account holder | $4,476 | $16,648-73.1% | $12,690-64.7% | $13,397-66.6% |