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 8-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 | $17,332 | $227,553-92.4% | $189,557-90.9% | $167,490-89.7% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.4%-28.4pp | 82.1%-32.1pp |
| Annual return | 11.34% | 78.40%-67.1pp | 64.17%-52.8pp | 478.56%-467.2pp |
| Employer contribution / active EE | $1,593 | $5,316-70.0% | $4,412-63.9% | $4,837-67.1% |
| Participant deferral / active EE | $2,304 | $7,002-67.1% | $6,174-62.7% | $6,341-63.7% |
| Admin fee / account holder | $8,778 | $11,878-26.1% | $9,807-10.5% | $12,309-28.7% |