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 | $18,753 | $118,680-84.2% | $98,907-81.0% | $158,922-88.2% |
| Participation rate | 47.1% | 77.8%-30.8pp | 76.0%-29.0pp | 82.0%-34.9pp |
| Annual return | 32.38% | 372.35%-340.0pp | 196.43%-164.0pp | 302.83%-270.4pp |
| Employer contribution / active EE | $1,257 | $3,333-62.3% | $2,689-53.2% | $4,761-73.6% |
| Participant deferral / active EE | $3,735 | $5,088-26.6% | $4,244-12.0% | $5,982-37.6% |
| Admin fee / account holder | $2,565 | $10,131-74.7% | $6,642-61.4% | $11,246-77.2% |