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 | $10,578 | $65,365-83.8% | $92,893-88.6% | $72,985-85.5% |
| Participation rate | 39.7% | 68.3%-28.7pp | 76.0%-36.3pp | 69.5%-29.8pp |
| Annual return | 47.38% | 42.10%+5.3pp | 109.41%-62.0pp | 81.00%-33.6pp |
| Employer contribution / active EE | $1,035 | $2,594-60.1% | $3,653-71.7% | $2,440-57.6% |
| Participant deferral / active EE | $2,126 | $3,128-32.0% | $4,236-49.8% | $3,607-41.1% |
| Admin fee / account holder | $358 | $4,251-91.6% | $5,794-93.8% | $5,124-93.0% |