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 | $12,214 | $179,726-93.2% | $156,263-92.2% | $142,382-91.4% |
| Participation rate | 62.5% | 82.1%-19.6pp | 78.9%-16.4pp | 80.1%-17.6pp |
| Annual return | 22.82% | 77.86%-55.0pp | 59.47%-36.7pp | 217.08%-194.3pp |
| Employer contribution / active EE | $1,417 | $5,069-72.1% | $4,333-67.3% | $4,299-67.0% |
| Participant deferral / active EE | $3,067 | $6,956-55.9% | $6,158-50.2% | $6,507-52.9% |
| Admin fee / account holder | $1,117 | $17,272-93.5% | $14,255-92.2% | $12,624-91.2% |