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 | $9,651 | $77,314-87.5% | $177,989-94.6% | $80,856-88.1% |
| Participation rate | 60.6% | 65.7%-5.1pp | 77.1%-16.5pp | 67.6%-7.0pp |
| Annual return | 23.72% | 18.09%+5.6pp | 294.48%-270.8pp | 35.59%-11.9pp |
| Employer contribution / active EE | $1,402 | $2,292-38.8% | $3,949-64.5% | $2,755-49.1% |
| Participant deferral / active EE | $1,828 | $4,411-58.6% | $6,276-70.9% | $4,296-57.5% |
| Admin fee / account holder | $396 | $7,191-94.5% | $10,363-96.2% | $6,918-94.3% |