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 4-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 | $22,672 | $102,317-77.8% | $146,958-84.6% | $80,856-72.0% |
| Participation rate | 45.2% | 75.8%-30.7pp | 82.2%-37.0pp | 67.6%-22.5pp |
| Annual return | 22.16% | 134.76%-112.6pp | 418.34%-396.2pp | 35.59%-13.4pp |
| Employer contribution / active EE | $1,032 | $3,713-72.2% | $4,933-79.1% | $2,755-62.6% |
| Participant deferral / active EE | $2,921 | $6,644-56.0% | $8,070-63.8% | $4,296-32.0% |
| Admin fee / account holder | $829 | $7,941-89.6% | $12,998-93.6% | $6,918-88.0% |