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 7-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 | $36,192 | $88,083-58.9% | $164,813-78.0% | $74,495-51.4% |
| Participation rate | 53.8% | 73.0%-19.2pp | 78.6%-24.8pp | 67.2%-13.4pp |
| Annual return | 14.04% | 17.26%-3.2pp | 69.93%-55.9pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $1,370 | $2,593-47.2% | $4,341-68.4% | $2,623-47.8% |
| Participant deferral / active EE | $2,593 | $4,498-42.4% | $6,031-57.0% | $4,346-40.3% |
| Admin fee / account holder | $5,959 | $2,234+166.8% | $12,690-53.0% | $1,942+206.9% |