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 | $13,998 | $87,733-84.0% | $106,548-86.9% | $85,850-83.7% |
| Participation rate | 49.2% | 71.9%-22.8pp | 76.1%-27.0pp | 69.3%-20.1pp |
| Annual return | 38.51% | 21.86%+16.7pp | 26.80%+11.7pp | 318.53%-280.0pp |
| Employer contribution / active EE | $870 | $2,073-58.0% | $2,819-69.1% | $2,565-66.1% |
| Participant deferral / active EE | $1,827 | $3,469-47.3% | $4,398-58.5% | $3,952-53.8% |
| Admin fee / account holder | $816 | $6,767-87.9% | $7,407-89.0% | $6,260-87.0% |