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 | $15,562 | $175,202-91.1% | $149,673-89.6% | $139,434-88.8% |
| Participation rate | 60.9% | 83.4%-22.5pp | 78.8%-17.9pp | 80.3%-19.4pp |
| Annual return | 36.47% | 166.71%-130.2pp | 134.42%-98.0pp | 372.94%-336.5pp |
| Employer contribution / active EE | $1,488 | $5,474-72.8% | $4,818-69.1% | $4,751-68.7% |
| Participant deferral / active EE | $2,046 | $6,519-68.6% | $5,680-64.0% | $6,710-69.5% |
| Admin fee / account holder | $381 | $16,150-97.6% | $13,210-97.1% | $11,403-96.7% |