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 | $15,953 | $133,922-88.1% | $116,228-86.3% | $142,382-88.8% |
| Participation rate | 57.1% | 77.9%-20.7pp | 74.6%-17.4pp | 80.1%-23.0pp |
| Annual return | 23.51% | 147.76%-124.2pp | 90.06%-66.5pp | 217.08%-193.6pp |
| Employer contribution / active EE | $1,204 | $3,446-65.1% | $2,994-59.8% | $4,299-72.0% |
| Participant deferral / active EE | $2,293 | $5,672-59.6% | $4,953-53.7% | $6,507-64.8% |
| Admin fee / account holder | $1,236 | $14,945-91.7% | $11,989-89.7% | $12,624-90.2% |