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 | $16,506 | $162,781-89.9% | $133,956-87.7% | $158,922-89.6% |
| Participation rate | 54.5% | 83.2%-28.7pp | 79.8%-25.3pp | 82.0%-27.4pp |
| Annual return | 13.02% | 41.94%-28.9pp | 45.09%-32.1pp | 302.83%-289.8pp |
| Employer contribution / active EE | $1,192 | $4,975-76.0% | $3,919-69.6% | $4,761-75.0% |
| Participant deferral / active EE | $1,865 | $5,911-68.4% | $5,048-63.1% | $5,982-68.8% |
| Admin fee / account holder | $779 | $11,736-93.4% | $8,927-91.3% | $11,246-93.1% |