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 4-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 | $12,439 | $202,432-93.9% | $169,368-92.7% | $139,434-91.1% |
| Participation rate | 63.2% | 81.1%-17.9pp | 77.1%-14.0pp | 80.3%-17.2pp |
| Annual return | 21.40% | 531.74%-510.3pp | 405.60%-384.2pp | 372.94%-351.5pp |
| Employer contribution / active EE | $867 | $4,692-81.5% | $4,013-78.4% | $4,751-81.8% |
| Participant deferral / active EE | $3,012 | $6,938-56.6% | $6,221-51.6% | $6,710-55.1% |
| Admin fee / account holder | $590 | $10,708-94.5% | $9,003-93.4% | $11,403-94.8% |