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 | $9,684 | $177,572-94.5% | $154,803-93.7% | $142,382-93.2% |
| Participation rate | 45.5% | 82.1%-36.6pp | 78.1%-32.6pp | 80.1%-34.7pp |
| Annual return | 28.29% | 65.07%-36.8pp | 58.88%-30.6pp | 217.08%-188.8pp |
| Employer contribution / active EE | $1,928 | $4,810-59.9% | $4,305-55.2% | $4,299-55.2% |
| Participant deferral / active EE | $4,681 | $6,272-25.4% | $5,540-15.5% | $6,507-28.1% |
| Admin fee / account holder | $366 | $16,786-97.8% | $14,329-97.4% | $12,624-97.1% |