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 | $15,766 | $70,428-77.6% | $96,562-83.7% | $85,850-81.6% |
| Participation rate | 60.0% | 61.8%-1.8pp | 69.8%-9.8pp | 69.3%-9.3pp |
| Annual return | 17.22% | 18.59%-1.4pp | 37.78%-20.6pp | 318.53%-301.3pp |
| Employer contribution / active EE | $453 | $1,413-67.9% | $2,356-80.8% | $2,565-82.3% |
| Participant deferral / active EE | $1,459 | $2,894-49.6% | $3,849-62.1% | $3,952-63.1% |
| Admin fee / account holder | $1,944 | $4,997-61.1% | $6,181-68.5% | $6,260-68.9% |