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 | $7,254 | $177,572-95.9% | $154,803-95.3% | $142,382-94.9% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 35.37% | 65.07%-29.7pp | 58.88%-23.5pp | 217.08%-181.7pp |
| Employer contribution / active EE | $962 | $4,810-80.0% | $4,305-77.6% | $4,299-77.6% |
| Participant deferral / active EE | $2,392 | $6,272-61.9% | $5,540-56.8% | $6,507-63.2% |
| Admin fee / account holder | $841 | $16,786-95.0% | $14,329-94.1% | $12,624-93.3% |