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 6-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 | $11,103 | $98,240-88.7% | $82,313-86.5% | $147,584-92.5% |
| Participation rate | 50.0% | 79.7%-29.7pp | 76.9%-26.9pp | 82.8%-32.8pp |
| Annual return | 20.22% | 30.85%-10.6pp | 25.88%-5.7pp | 578.55%-558.3pp |
| Employer contribution / active EE | $1,128 | $3,192-64.7% | $2,428-53.6% | $4,876-76.9% |
| Participant deferral / active EE | $1,818 | $4,383-58.5% | $3,706-50.9% | $5,439-66.6% |
| Admin fee / account holder | $826 | $8,563-90.4% | $5,608-85.3% | $10,885-92.4% |