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 7-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 | $17,801 | $149,734-88.1% | $118,925-85.0% | $158,922-88.8% |
| Participation rate | 45.5% | 82.1%-36.6pp | 75.4%-29.9pp | 82.0%-36.5pp |
| Annual return | 24.58% | 19.95%+4.6pp | 35.88%-11.3pp | 302.83%-278.2pp |
| Employer contribution / active EE | $2,427 | $4,115-41.0% | $3,263-25.6% | $4,761-49.0% |
| Participant deferral / active EE | $3,147 | $5,223-39.7% | $4,265-26.2% | $5,982-47.4% |
| Admin fee / account holder | $836 | $8,603-90.3% | $6,581-87.3% | $11,246-92.6% |