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 | $12,762 | $106,890-88.1% | $84,015-84.8% | $152,861-91.7% |
| Participation rate | 42.9% | 75.2%-32.4pp | 69.0%-26.2pp | 82.4%-39.6pp |
| Annual return | 24.32% | 104.99%-80.7pp | 71.31%-47.0pp | 345.32%-321.0pp |
| Employer contribution / active EE | $626 | $2,734-77.1% | $1,983-68.4% | $4,762-86.9% |
| Participant deferral / active EE | $1,592 | $4,011-60.3% | $3,239-50.8% | $5,850-72.8% |
| Admin fee / account holder | $1,009 | $8,285-87.8% | $6,101-83.5% | $11,596-91.3% |