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 4-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 | $14,242 | $148,534-90.4% | $135,903-89.5% | $139,434-89.8% |
| Participation rate | 42.9% | 83.9%-41.0pp | 81.9%-39.0pp | 80.3%-37.5pp |
| Annual return | 27.82% | 79.19%-51.4pp | 68.23%-40.4pp | 372.94%-345.1pp |
| Employer contribution / active EE | $13,798 | $5,243+163.2% | $4,856+184.1% | $4,751+190.4% |
| Participant deferral / active EE | $26,486 | $8,100+227.0% | $7,758+241.4% | $6,710+294.7% |
| Admin fee / account holder | $31,858 | $12,400+156.9% | $10,762+196.0% | $11,403+179.4% |