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 | $9,752 | $81,208-88.0% | $98,907-90.1% | $79,858-87.8% |
| Participation rate | 63.4% | 72.5%-9.1pp | 76.0%-12.6pp | 69.6%-6.2pp |
| Annual return | 23.12% | 60.99%-37.9pp | 196.43%-173.3pp | 31.71%-8.6pp |
| Employer contribution / active EE | $1,160 | $1,960-40.8% | $2,689-56.9% | $2,471-53.1% |
| Participant deferral / active EE | $1,659 | $3,265-49.2% | $4,244-60.9% | $3,740-55.6% |
| Admin fee / account holder | $638 | $6,013-89.4% | $6,642-90.4% | $5,306-88.0% |