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 | $24,166 | $91,552-73.6% | $133,956-82.0% | $79,858-69.7% |
| Participation rate | 26.3% | 73.3%-47.0pp | 79.8%-53.5pp | 69.6%-43.3pp |
| Annual return | 15.44% | 61.85%-46.4pp | 45.09%-29.7pp | 31.71%-16.3pp |
| Employer contribution / active EE | $2,146 | $2,384-9.9% | $3,919-45.2% | $2,471-13.1% |
| Participant deferral / active EE | $0 | $3,733-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $52,237 | $6,321+726.4% | $8,927+485.2% | $5,306+884.4% |