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 | $13,410 | $112,881-88.1% | $90,951-85.3% | $158,922-91.6% |
| Participation rate | 31.3% | 74.7%-43.5pp | 69.0%-37.8pp | 82.0%-50.7pp |
| Annual return | 13.20% | 215.79%-202.6pp | 134.60%-121.4pp | 302.83%-289.6pp |
| Employer contribution / active EE | $599 | $2,893-79.3% | $2,122-71.8% | $4,761-87.4% |
| Participant deferral / active EE | $1,019 | $4,128-75.3% | $3,373-69.8% | $5,982-83.0% |
| Admin fee / account holder | $1,248 | $8,041-84.5% | $5,959-79.0% | $11,246-88.9% |