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 4-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 | $11,196 | $175,202-93.6% | $149,673-92.5% | $139,434-92.0% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 28.09% | 166.71%-138.6pp | 134.42%-106.3pp | 372.94%-344.9pp |
| Employer contribution / active EE | $3,150 | $5,474-42.5% | $4,818-34.6% | $4,751-33.7% |
| Participant deferral / active EE | $5,155 | $6,519-20.9% | $5,680-9.2% | $6,710-23.2% |
| Admin fee / account holder | $1,184 | $16,150-92.7% | $13,210-91.0% | $11,403-89.6% |