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 4-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 | $12,401 | $65,561-81.1% | $86,188-85.6% | $75,163-83.5% |
| Participation rate | 63.3% | 60.5%+2.8pp | 69.0%-5.6pp | 67.2%-3.9pp |
| Annual return | 29.37% | 46.05%-16.7pp | 1168.45%-1139.1pp | 160.62%-131.2pp |
| Employer contribution / active EE | $485 | $1,553-68.8% | $2,380-79.6% | $2,670-81.8% |
| Participant deferral / active EE | $4,002 | $3,024+32.4% | $3,985+0.4% | $4,125-3.0% |
| Admin fee / account holder | $467 | $5,474-91.5% | $6,852-93.2% | $5,651-91.7% |