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 | $17,428 | $126,574-86.2% | $106,213-83.6% | $145,922-88.1% |
| Participation rate | 55.6% | 77.6%-22.1pp | 75.3%-19.7pp | 80.3%-24.7pp |
| Annual return | 8.49% | 224.79%-216.3pp | 116.14%-107.7pp | 561.29%-552.8pp |
| Employer contribution / active EE | $1,056 | $3,730-71.7% | $3,171-66.7% | $4,660-77.3% |
| Participant deferral / active EE | $2,730 | $5,724-52.3% | $5,016-45.6% | $6,688-59.2% |
| Admin fee / account holder | $8,726 | $17,304-49.6% | $11,033-20.9% | $13,397-34.9% |