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 | $14,374 | $105,181-86.3% | $159,436-91.0% | $85,850-83.3% |
| Participation rate | 61.5% | 75.8%-14.2pp | 82.8%-21.3pp | 69.3%-7.8pp |
| Annual return | 14.42% | 45.07%-30.6pp | 263.57%-249.1pp | 318.53%-304.1pp |
| Employer contribution / active EE | $1,148 | $3,318-65.4% | $4,829-76.2% | $2,565-55.3% |
| Participant deferral / active EE | $3,659 | $5,945-38.5% | $7,352-50.2% | $3,952-7.4% |
| Admin fee / account holder | $1,676 | $6,933-75.8% | $10,799-84.5% | $6,260-73.2% |