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 | $17,484 | $103,376-83.1% | $87,100-79.9% | $152,861-88.6% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.9%-26.9pp | 82.4%-32.4pp |
| Annual return | 15.98% | 28.10%-12.1pp | 28.19%-12.2pp | 345.32%-329.3pp |
| Employer contribution / active EE | $812 | $3,220-74.8% | $2,521-67.8% | $4,762-82.9% |
| Participant deferral / active EE | $1,624 | $4,778-66.0% | $4,049-59.9% | $5,850-72.2% |
| Admin fee / account holder | $2,914 | $12,205-76.1% | $7,497-61.1% | $11,596-74.9% |