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 | $19,035 | $105,181-81.9% | $159,436-88.1% | $85,850-77.8% |
| Participation rate | 52.9% | 75.8%-22.8pp | 82.8%-29.9pp | 69.3%-16.4pp |
| Annual return | 17.90% | 45.07%-27.2pp | 263.57%-245.7pp | 318.53%-300.6pp |
| Employer contribution / active EE | $2,055 | $3,318-38.1% | $4,829-57.4% | $2,565-19.9% |
| Participant deferral / active EE | $3,654 | $5,945-38.5% | $7,352-50.3% | $3,952-7.5% |
| Admin fee / account holder | $362 | $6,933-94.8% | $10,799-96.7% | $6,260-94.2% |