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 | $30,965 | $86,944-64.4% | $107,525-71.2% | $74,304-58.3% |
| Participation rate | 36.3% | 59.6%-23.3pp | 75.1%-38.8pp | 60.3%-24.1pp |
| Annual return | 20.25% | 23.52%-3.3pp | 181.32%-161.1pp | 29.43%-9.2pp |
| Employer contribution / active EE | $1,668 | $2,757-39.5% | $3,754-55.6% | $2,241-25.6% |
| Participant deferral / active EE | $0 | $3,554-100.0% | $5,116-100.0% | $3,767-100.0% |
| Admin fee / account holder | $4,168 | $3,727+11.8% | $8,919-53.3% | $2,969+40.4% |