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 4-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 | $12,559 | $148,534-91.5% | $135,903-90.8% | $139,434-91.0% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 44.50% | 79.19%-34.7pp | 68.23%-23.7pp | 372.94%-328.4pp |
| Employer contribution / active EE | $5,389 | $5,243+2.8% | $4,856+11.0% | $4,751+13.4% |
| Participant deferral / active EE | $11,787 | $8,100+45.5% | $7,758+51.9% | $6,710+75.7% |
| Admin fee / account holder | $599 | $12,400-95.2% | $10,762-94.4% | $11,403-94.7% |