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 | $12,486 | $55,415-77.5% | $155,509-92.0% | $74,495-83.2% |
| Participation rate | 56.6% | 61.9%-5.4pp | 78.2%-21.6pp | 67.2%-10.6pp |
| Annual return | 16.29% | 268.50%-252.2pp | 64.67%-48.4pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $1,235 | $2,267-45.5% | $4,672-73.6% | $2,623-52.9% |
| Participant deferral / active EE | $1,806 | $2,836-36.3% | $5,626-67.9% | $4,346-58.4% |
| Admin fee / account holder | $1,302 | $1,738-25.1% | $15,912-91.8% | $1,942-32.9% |