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 | $12,880 | $115,770-88.9% | $101,248-87.3% | $158,922-91.9% |
| Participation rate | 69.2% | 79.4%-10.1pp | 75.8%-6.6pp | 82.0%-12.7pp |
| Annual return | 26.25% | 56.14%-29.9pp | 46.47%-20.2pp | 302.83%-276.6pp |
| Employer contribution / active EE | $1,764 | $4,175-57.7% | $3,660-51.8% | $4,761-62.9% |
| Participant deferral / active EE | $2,124 | $4,957-57.2% | $4,370-51.4% | $5,982-64.5% |
| Admin fee / account holder | $928 | $7,245-87.2% | $5,945-84.4% | $11,246-91.7% |