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 | $7,774 | $114,381-93.2% | $107,525-92.8% | $142,382-94.5% |
| Participation rate | 57.1% | 78.1%-21.0pp | 75.1%-17.9pp | 80.1%-23.0pp |
| Annual return | 15.49% | 242.71%-227.2pp | 181.32%-165.8pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,619 | $4,015-59.7% | $3,754-56.9% | $4,299-62.3% |
| Participant deferral / active EE | $2,203 | $5,564-60.4% | $5,116-56.9% | $6,507-66.1% |
| Admin fee / account holder | $2,420 | $9,860-75.5% | $8,919-72.9% | $12,624-80.8% |