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 8-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 | $12,190 | $102,616-88.1% | $81,983-85.1% | $158,922-92.3% |
| Participation rate | 47.1% | 75.5%-28.5pp | 69.2%-22.2pp | 82.0%-34.9pp |
| Annual return | 16.28% | 61.04%-44.8pp | 41.31%-25.0pp | 302.83%-286.5pp |
| Employer contribution / active EE | $0 | $3,240-100.0% | $2,498-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,634 | $4,648-64.8% | $3,722-56.1% | $5,982-72.7% |
| Admin fee / account holder | $4,560 | $8,235-44.6% | $5,664-19.5% | $11,246-59.5% |