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 | $8,919 | $104,907-91.5% | $84,611-89.5% | $152,861-94.2% |
| Participation rate | 62.5% | 74.8%-12.3pp | 68.2%-5.7pp | 82.4%-19.9pp |
| Annual return | 25.17% | 373.79%-348.6pp | 258.74%-233.6pp | 345.32%-320.1pp |
| Employer contribution / active EE | $1,471 | $3,302-55.4% | $2,652-44.5% | $4,762-69.1% |
| Participant deferral / active EE | $2,488 | $4,688-46.9% | $3,899-36.2% | $5,850-57.5% |
| Admin fee / account holder | $1,849 | $6,241-70.4% | $4,912-62.4% | $11,596-84.1% |