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 | $13,040 | $107,934-87.9% | $91,989-85.8% | $152,861-91.5% |
| Participation rate | 33.3% | 81.2%-47.8pp | 78.6%-45.3pp | 82.4%-49.1pp |
| Annual return | 30.43% | 89.24%-58.8pp | 69.02%-38.6pp | 345.32%-314.9pp |
| Employer contribution / active EE | $799 | $4,210-81.0% | $3,452-76.9% | $4,762-83.2% |
| Participant deferral / active EE | $2,410 | $6,364-62.1% | $5,923-59.3% | $5,850-58.8% |
| Admin fee / account holder | $2,639 | $10,520-74.9% | $7,743-65.9% | $11,596-77.2% |