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 8-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 | $14,652 | $112,096-86.9% | $95,952-84.7% | $158,922-90.8% |
| Participation rate | 60.0% | 79.0%-19.0pp | 77.1%-17.1pp | 82.0%-22.0pp |
| Annual return | 29.57% | 171.09%-141.5pp | 91.61%-62.0pp | 302.83%-273.3pp |
| Employer contribution / active EE | $1,407 | $3,198-56.0% | $2,541-44.6% | $4,761-70.5% |
| Participant deferral / active EE | $2,409 | $4,784-49.6% | $4,167-42.2% | $5,982-59.7% |
| Admin fee / account holder | $761 | $10,130-92.5% | $6,795-88.8% | $11,246-93.2% |