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 7-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 | $12,460 | $185,200-93.3% | $142,863-91.3% | $167,490-92.6% |
| Participation rate | 53.8% | 78.4%-24.6pp | 71.9%-18.1pp | 82.1%-28.3pp |
| Annual return | 13.72% | 8555.70%-8542.0pp | 5637.54%-5623.8pp | 478.56%-464.8pp |
| Employer contribution / active EE | $627 | $5,604-88.8% | $4,144-84.9% | $4,837-87.0% |
| Participant deferral / active EE | $3,164 | $4,494-29.6% | $3,837-17.5% | $6,341-50.1% |
| Admin fee / account holder | $1,420 | $8,031-82.3% | $6,560-78.4% | $12,309-88.5% |