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 | $18,643 | $63,346-70.6% | $92,233-79.8% | $70,131-73.4% |
| Participation rate | 46.2% | 68.7%-22.5pp | 76.5%-30.3pp | 69.5%-23.4pp |
| Annual return | 114.94% | 530.12%-415.2pp | 176.28%-61.3pp | 73.14%+41.8pp |
| Employer contribution / active EE | $1,659 | $2,471-32.8% | $3,679-54.9% | $2,342-29.2% |
| Participant deferral / active EE | $2,721 | $2,854-4.7% | $3,897-30.2% | $3,332-18.3% |
| Admin fee / account holder | $808 | $3,840-79.0% | $5,194-84.4% | $4,645-82.6% |