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 | $13,598 | $121,625-88.8% | $104,607-87.0% | $158,922-91.4% |
| Participation rate | 42.9% | 77.5%-34.7pp | 74.1%-31.2pp | 82.0%-39.1pp |
| Annual return | 24.31% | 465.26%-440.9pp | 340.46%-316.2pp | 302.83%-278.5pp |
| Employer contribution / active EE | $704 | $3,163-77.8% | $2,681-73.7% | $4,761-85.2% |
| Participant deferral / active EE | $2,138 | $4,177-48.8% | $3,740-42.8% | $5,982-64.3% |
| Admin fee / account holder | $1,338 | $7,787-82.8% | $6,473-79.3% | $11,246-88.1% |