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 | $13,079 | $107,334-87.8% | $92,893-85.9% | $152,861-91.4% |
| Participation rate | 53.8% | 79.8%-25.9pp | 76.0%-22.2pp | 82.4%-28.6pp |
| Annual return | 17.94% | 145.58%-127.6pp | 109.41%-91.5pp | 345.32%-327.4pp |
| Employer contribution / active EE | $1,382 | $4,221-67.3% | $3,653-62.2% | $4,762-71.0% |
| Participant deferral / active EE | $2,221 | $4,845-54.2% | $4,236-47.6% | $5,850-62.0% |
| Admin fee / account holder | $1,048 | $7,079-85.2% | $5,794-81.9% | $11,596-91.0% |