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 | $19,910 | $89,753-77.8% | $107,525-81.5% | $84,808-76.5% |
| Participation rate | 48.8% | 68.1%-19.3pp | 75.1%-26.3pp | 68.3%-19.5pp |
| Annual return | 17.83% | 29.48%-11.7pp | 181.32%-163.5pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,423 | $3,113-54.3% | $3,754-62.1% | $2,631-45.9% |
| Participant deferral / active EE | $2,560 | $4,056-36.9% | $5,116-50.0% | $4,212-39.2% |
| Admin fee / account holder | $2,451 | $7,222-66.1% | $8,919-72.5% | $7,344-66.6% |