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 6-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 | $18,086 | $102,317-82.3% | $146,958-87.7% | $80,856-77.6% |
| Participation rate | 66.0% | 75.8%-9.8pp | 82.2%-16.2pp | 67.6%-1.6pp |
| Annual return | 14.93% | 134.76%-119.8pp | 418.34%-403.4pp | 35.59%-20.7pp |
| Employer contribution / active EE | $3,324 | $3,713-10.5% | $4,933-32.6% | $2,755+20.7% |
| Participant deferral / active EE | $4,909 | $6,644-26.1% | $8,070-39.2% | $4,296+14.3% |
| Admin fee / account holder | $5,820 | $7,941-26.7% | $12,998-55.2% | $6,918-15.9% |