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 5-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 | $12,873 | $87,733-85.3% | $106,548-87.9% | $85,850-85.0% |
| Participation rate | 41.0% | 71.9%-31.0pp | 76.1%-35.2pp | 69.3%-28.4pp |
| Annual return | 61.74% | 21.86%+39.9pp | 26.80%+34.9pp | 318.53%-256.8pp |
| Employer contribution / active EE | $1,648 | $2,073-20.5% | $2,819-41.5% | $2,565-35.7% |
| Participant deferral / active EE | $3,600 | $3,469+3.8% | $4,398-18.1% | $3,952-8.9% |
| Admin fee / account holder | $691 | $6,767-89.8% | $7,407-90.7% | $6,260-89.0% |