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 | $14,410 | $209,411-93.1% | $178,490-91.9% | $158,922-90.9% |
| Participation rate | 60.0% | 86.3%-26.3pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 194.79% | 188.75%+6.0pp | 151.07%+43.7pp | 302.83%-108.0pp |
| Employer contribution / active EE | $1,970 | $5,706-65.5% | $5,011-60.7% | $4,761-58.6% |
| Participant deferral / active EE | $6,277 | $5,954+5.4% | $5,202+20.7% | $5,982+4.9% |
| Admin fee / account holder | $656 | $17,074-96.2% | $13,984-95.3% | $11,246-94.2% |