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 9-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 | $15,221 | $95,971-84.1% | $74,550-79.6% | $135,375-88.8% |
| Participation rate | 33.3% | 75.7%-42.3pp | 69.1%-35.8pp | 82.6%-49.3pp |
| Annual return | -1.13% | 56.96%-58.1pp | 32.53%-33.7pp | 519.73%-520.9pp |
| Employer contribution / active EE | $846 | $2,716-68.9% | $1,961-56.9% | $4,779-82.3% |
| Participant deferral / active EE | $1,172 | $3,843-69.5% | $3,108-62.3% | $5,609-79.1% |
| Admin fee / account holder | $2,479 | $6,522-62.0% | $5,060-51.0% | $10,827-77.1% |