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 | $24,270 | $86,286-71.9% | $111,297-78.2% | $85,850-71.7% |
| Participation rate | 43.2% | 73.3%-30.1pp | 77.3%-34.1pp | 69.3%-26.1pp |
| Annual return | 14.62% | 19.99%-5.4pp | 54.65%-40.0pp | 318.53%-303.9pp |
| Employer contribution / active EE | $851 | $2,043-58.4% | $2,731-68.9% | $2,565-66.8% |
| Participant deferral / active EE | $2,331 | $3,641-36.0% | $4,487-48.1% | $3,952-41.0% |
| Admin fee / account holder | $2,472 | $8,188-69.8% | $7,964-69.0% | $6,260-60.5% |