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 6-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 | $15,294 | $124,319-87.7% | $111,297-86.3% | $167,490-90.9% |
| Participation rate | 58.8% | 79.6%-20.8pp | 77.3%-18.5pp | 82.1%-23.3pp |
| Annual return | 13.20% | 37.44%-24.2pp | 54.65%-41.4pp | 478.56%-465.4pp |
| Employer contribution / active EE | $1,608 | $3,435-53.2% | $2,731-41.1% | $4,837-66.8% |
| Participant deferral / active EE | $2,329 | $5,180-55.1% | $4,487-48.1% | $6,341-63.3% |
| Admin fee / account holder | $783 | $10,618-92.6% | $7,964-90.2% | $12,309-93.6% |