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 | $20,296 | $93,571-78.3% | $135,903-85.1% | $75,163-73.0% |
| Participation rate | 44.4% | 75.2%-30.7pp | 81.9%-37.5pp | 67.2%-22.7pp |
| Annual return | 32.95% | 30.90%+2.0pp | 68.23%-35.3pp | 160.62%-127.7pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,570 | $6,404-28.6% | $7,758-41.1% | $4,125+10.8% |
| Admin fee / account holder | $339 | $6,975-95.1% | $10,762-96.9% | $5,651-94.0% |