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 | $18,893 | $81,208-76.7% | $98,907-80.9% | $79,858-76.3% |
| Participation rate | 42.6% | 72.5%-30.0pp | 76.0%-33.5pp | 69.6%-27.1pp |
| Annual return | 37.96% | 60.99%-23.0pp | 196.43%-158.5pp | 31.71%+6.2pp |
| Employer contribution / active EE | $989 | $1,960-49.5% | $2,689-63.2% | $2,471-60.0% |
| Participant deferral / active EE | $1,445 | $3,265-55.7% | $4,244-66.0% | $3,740-61.4% |
| Admin fee / account holder | $1,409 | $6,013-76.6% | $6,642-78.8% | $5,306-73.4% |