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 | $12,113 | $177,572-93.2% | $154,803-92.2% | $142,382-91.5% |
| Participation rate | 37.5% | 82.1%-44.6pp | 78.1%-40.6pp | 80.1%-42.6pp |
| Annual return | 21.83% | 65.07%-43.2pp | 58.88%-37.1pp | 217.08%-195.2pp |
| Employer contribution / active EE | $1,746 | $4,810-63.7% | $4,305-59.5% | $4,299-59.4% |
| Participant deferral / active EE | $1,951 | $6,272-68.9% | $5,540-64.8% | $6,507-70.0% |
| Admin fee / account holder | $4,635 | $16,786-72.4% | $14,329-67.7% | $12,624-63.3% |