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 | $14,550 | $238,490-93.9% | $180,183-91.9% | $142,382-89.8% |
| Participation rate | 50.0% | 82.3%-32.3pp | 77.4%-27.4pp | 80.1%-30.1pp |
| Annual return | 28.52% | 33.56%-5.0pp | 27.86%+0.7pp | 217.08%-188.6pp |
| Employer contribution / active EE | $1,410 | $6,143-77.0% | $5,039-72.0% | $4,299-67.2% |
| Participant deferral / active EE | $2,703 | $7,996-66.2% | $6,822-60.4% | $6,507-58.5% |
| Admin fee / account holder | $3,438 | $28,866-88.1% | $19,975-82.8% | $12,624-72.8% |