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 | $16,212 | $103,376-84.3% | $87,100-81.4% | $152,861-89.4% |
| Participation rate | 42.9% | 79.3%-36.5pp | 76.9%-34.0pp | 82.4%-39.6pp |
| Annual return | 22.92% | 28.10%-5.2pp | 28.19%-5.3pp | 345.32%-322.4pp |
| Employer contribution / active EE | $1,127 | $3,220-65.0% | $2,521-55.3% | $4,762-76.3% |
| Participant deferral / active EE | $2,109 | $4,778-55.9% | $4,049-47.9% | $5,850-64.0% |
| Admin fee / account holder | $1,800 | $12,205-85.3% | $7,497-76.0% | $11,596-84.5% |