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 | $9,262 | $85,202-89.1% | $172,739-94.6% | $72,985-87.3% |
| Participation rate | 57.6% | 70.1%-12.5pp | 82.6%-25.1pp | 69.5%-11.9pp |
| Annual return | 33.03% | 27.32%+5.7pp | 802.84%-769.8pp | 81.00%-48.0pp |
| Employer contribution / active EE | $1,194 | $3,324-64.1% | $5,143-76.8% | $2,440-51.1% |
| Participant deferral / active EE | $2,041 | $3,260-37.4% | $5,198-60.7% | $3,607-43.4% |
| Admin fee / account holder | $439 | $5,884-92.5% | $13,954-96.9% | $5,124-91.4% |