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 | $16,810 | $110,257-84.8% | $96,544-82.6% | $139,434-87.9% |
| Participation rate | 60.0% | 78.1%-18.1pp | 76.0%-16.0pp | 80.3%-20.3pp |
| Annual return | 61.97% | 26.32%+35.7pp | 25.84%+36.1pp | 372.94%-311.0pp |
| Employer contribution / active EE | $2,210 | $3,620-38.9% | $2,965-25.5% | $4,751-53.5% |
| Participant deferral / active EE | $5,236 | $5,548-5.6% | $4,851+7.9% | $6,710-22.0% |
| Admin fee / account holder | $533 | $11,591-95.4% | $8,252-93.5% | $11,403-95.3% |