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 | $8,899 | $58,927-84.9% | $76,817-88.4% | $72,985-87.8% |
| Participation rate | 55.6% | 67.3%-11.8pp | 72.1%-16.5pp | 69.5%-13.9pp |
| Annual return | 31.92% | 2305.64%-2273.7pp | 1166.11%-1134.2pp | 81.00%-49.1pp |
| Employer contribution / active EE | $1,119 | $1,787-37.4% | $2,302-51.4% | $2,440-54.1% |
| Participant deferral / active EE | $1,958 | $2,690-27.2% | $3,336-41.3% | $3,607-45.7% |
| Admin fee / account holder | $810 | $4,013-79.8% | $6,420-87.4% | $5,124-84.2% |