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 | $15,290 | $159,602-90.4% | $150,045-89.8% | $142,382-89.3% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 29.90% | 70.24%-40.3pp | 62.55%-32.7pp | 217.08%-187.2pp |
| Employer contribution / active EE | $944 | $4,961-81.0% | $4,693-79.9% | $4,299-78.0% |
| Participant deferral / active EE | $4,644 | $8,310-44.1% | $7,997-41.9% | $6,507-28.6% |
| Admin fee / account holder | $1,876 | $14,846-87.4% | $13,435-86.0% | $12,624-85.1% |