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 | $2,797 | $177,572-98.4% | $154,803-98.2% | $142,382-98.0% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 24.03% | 65.07%-41.0pp | 58.88%-34.9pp | 217.08%-193.0pp |
| Employer contribution / active EE | $3,117 | $4,810-35.2% | $4,305-27.6% | $4,299-27.5% |
| Participant deferral / active EE | $4,095 | $6,272-34.7% | $5,540-26.1% | $6,507-37.1% |
| Admin fee / account holder | $2,214 | $16,786-86.8% | $14,329-84.6% | $12,624-82.5% |