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 | $20,278 | $125,758-83.9% | $169,993-88.1% | $75,163-73.0% |
| Participation rate | 41.0% | 83.6%-42.6pp | 87.0%-46.0pp | 67.2%-26.2pp |
| Annual return | 217.18% | 27.20%+190.0pp | 53.37%+163.8pp | 160.62%+56.6pp |
| Employer contribution / active EE | $1,740 | $4,615-62.3% | $6,785-74.3% | $2,670-34.8% |
| Participant deferral / active EE | $5,670 | $6,837-17.1% | $10,408-45.5% | $4,125+37.5% |
| Admin fee / account holder | $1,978 | $8,173-75.8% | $12,815-84.6% | $5,651-65.0% |