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 | $15,642 | $78,422-80.1% | $95,952-83.7% | $79,858-80.4% |
| Participation rate | 23.2% | 73.5%-50.3pp | 77.1%-53.9pp | 69.6%-46.4pp |
| Annual return | 37.81% | 19.37%+18.4pp | 91.61%-53.8pp | 31.71%+6.1pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,826 | $3,440-46.9% | $4,167-56.2% | $3,740-51.2% |
| Admin fee / account holder | $440 | $5,622-92.2% | $6,795-93.5% | $5,306-91.7% |