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 | $20,404 | $116,175-82.4% | $93,606-78.2% | $152,861-86.7% |
| Participation rate | 66.7% | 78.0%-11.4pp | 75.8%-9.2pp | 82.4%-15.8pp |
| Annual return | 27.54% | 35.96%-8.4pp | 32.76%-5.2pp | 345.32%-317.8pp |
| Employer contribution / active EE | $1,327 | $3,218-58.7% | $2,718-51.2% | $4,762-72.1% |
| Participant deferral / active EE | $3,330 | $4,603-27.7% | $4,069-18.2% | $5,850-43.1% |
| Admin fee / account holder | $1,472 | $10,748-86.3% | $7,888-81.3% | $11,596-87.3% |