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 6-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 | $18,617 | $78,422-76.3% | $95,952-80.6% | $79,858-76.7% |
| Participation rate | 52.2% | 73.5%-21.3pp | 77.1%-24.9pp | 69.6%-17.5pp |
| Annual return | 36.75% | 19.37%+17.4pp | 91.61%-54.9pp | 31.71%+5.0pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,939 | $3,440+130.8% | $4,167+90.5% | $3,740+112.3% |
| Admin fee / account holder | $5,649 | $5,622+0.5% | $6,795-16.9% | $5,306+6.5% |