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 | $9,937 | $91,190-89.1% | $178,490-94.4% | $79,858-87.6% |
| Participation rate | 53.1% | 69.2%-16.1pp | 81.9%-28.8pp | 69.6%-16.5pp |
| Annual return | 36.14% | 24.19%+11.9pp | 151.07%-114.9pp | 31.71%+4.4pp |
| Employer contribution / active EE | $1,297 | $3,256-60.1% | $5,011-74.1% | $2,471-47.5% |
| Participant deferral / active EE | $2,453 | $3,236-24.2% | $5,202-52.8% | $3,740-34.4% |
| Admin fee / account holder | $480 | $6,751-92.9% | $13,984-96.6% | $5,306-91.0% |