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 | $17,370 | $117,841-85.3% | $102,423-83.0% | $145,922-88.1% |
| Participation rate | 40.0% | 78.6%-38.6pp | 76.5%-36.5pp | 80.3%-40.3pp |
| Annual return | 80.48% | 31.65%+48.8pp | 29.32%+51.2pp | 561.29%-480.8pp |
| Employer contribution / active EE | $2,755 | $3,615-23.8% | $3,023-8.9% | $4,660-40.9% |
| Participant deferral / active EE | $5,538 | $5,731-3.4% | $5,053+9.6% | $6,688-17.2% |
| Admin fee / account holder | $4,390 | $13,326-67.1% | $9,451-53.5% | $13,397-67.2% |