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 | $15,539 | $159,602-90.3% | $150,045-89.6% | $142,382-89.1% |
| Participation rate | 12.5% | 84.0%-71.5pp | 82.3%-69.8pp | 80.1%-67.6pp |
| Annual return | 24.39% | 70.24%-45.9pp | 62.55%-38.2pp | 217.08%-192.7pp |
| Employer contribution / active EE | $1,262 | $4,961-74.6% | $4,693-73.1% | $4,299-70.7% |
| Participant deferral / active EE | $2,980 | $8,310-64.1% | $7,997-62.7% | $6,507-54.2% |
| Admin fee / account holder | $4,069 | $14,846-72.6% | $13,435-69.7% | $12,624-67.8% |