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 | $12,824 | $106,890-88.0% | $84,015-84.7% | $152,861-91.6% |
| Participation rate | 37.5% | 75.2%-37.7pp | 69.0%-31.5pp | 82.4%-44.9pp |
| Annual return | 19.50% | 104.99%-85.5pp | 71.31%-51.8pp | 345.32%-325.8pp |
| Employer contribution / active EE | $1,455 | $2,734-46.8% | $1,983-26.6% | $4,762-69.5% |
| Participant deferral / active EE | $2,375 | $4,011-40.8% | $3,239-26.7% | $5,850-59.4% |
| Admin fee / account holder | $1,135 | $8,285-86.3% | $6,101-81.4% | $11,596-90.2% |