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 | $13,243 | $117,841-88.8% | $102,423-87.1% | $145,922-90.9% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 18.22% | 31.65%-13.4pp | 29.32%-11.1pp | 561.29%-543.1pp |
| Employer contribution / active EE | $1,066 | $3,615-70.5% | $3,023-64.7% | $4,660-77.1% |
| Participant deferral / active EE | $2,132 | $5,731-62.8% | $5,053-57.8% | $6,688-68.1% |
| Admin fee / account holder | $354 | $13,326-97.3% | $9,451-96.3% | $13,397-97.4% |