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 6-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 | $10,122 | $115,770-91.3% | $101,248-90.0% | $158,922-93.6% |
| Participation rate | 68.4% | 79.4%-10.9pp | 75.8%-7.4pp | 82.0%-13.5pp |
| Annual return | 19.27% | 56.14%-36.9pp | 46.47%-27.2pp | 302.83%-283.6pp |
| Employer contribution / active EE | $2,576 | $4,175-38.3% | $3,660-29.6% | $4,761-45.9% |
| Participant deferral / active EE | $2,931 | $4,957-40.9% | $4,370-32.9% | $5,982-51.0% |
| Admin fee / account holder | $2,155 | $7,245-70.2% | $5,945-63.7% | $11,246-80.8% |