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 | $17,023 | $183,963-90.7% | $162,163-89.5% | $152,861-88.9% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.6%-27.6pp | 82.4%-22.4pp |
| Annual return | 26.03% | 150.76%-124.7pp | 115.59%-89.6pp | 345.32%-319.3pp |
| Employer contribution / active EE | $2,140 | $6,371-66.4% | $5,614-61.9% | $4,762-55.1% |
| Participant deferral / active EE | $3,305 | $8,034-58.9% | $7,298-54.7% | $5,850-43.5% |
| Admin fee / account holder | $3,676 | $13,121-72.0% | $10,843-66.1% | $11,596-68.3% |