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 | $10,889 | $183,519-94.1% | $155,509-93.0% | $145,922-92.5% |
| Participation rate | 20.0% | 82.7%-62.7pp | 78.2%-58.2pp | 80.3%-60.3pp |
| Annual return | 9.08% | 61.17%-52.1pp | 64.67%-55.6pp | 561.29%-552.2pp |
| Employer contribution / active EE | $1,439 | $5,313-72.9% | $4,672-69.2% | $4,660-69.1% |
| Participant deferral / active EE | $9,262 | $6,462+43.3% | $5,626+64.6% | $6,688+38.5% |
| Admin fee / account holder | $30,522 | $19,313+58.0% | $15,912+91.8% | $13,397+127.8% |