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 9-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 | $21,471 | $80,753-73.4% | $136,294-84.2% | $62,292-65.5% |
| Participation rate | 49.6% | 73.5%-23.9pp | 81.9%-32.3pp | 69.5%-19.9pp |
| Annual return | 35.87% | 35.83%0pp | 5155.94%-5120.1pp | 28.90%+7.0pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $5,694 | $5,164+10.3% | $6,247-8.9% | $3,169+79.7% |
| Admin fee / account holder | $1,039 | $525+97.8% | $9,243-88.8% | $479+116.8% |