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 3-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 | $19,689 | $89,753-78.1% | $107,525-81.7% | $84,808-76.8% |
| Participation rate | 30.0% | 68.1%-38.1pp | 75.1%-45.1pp | 68.3%-38.3pp |
| Annual return | 29.37% | 29.48%-0.1pp | 181.32%-151.9pp | 40.90%-11.5pp |
| Employer contribution / active EE | $1,044 | $3,113-66.5% | $3,754-72.2% | $2,631-60.3% |
| Participant deferral / active EE | $2,456 | $4,056-39.5% | $5,116-52.0% | $4,212-41.7% |
| Admin fee / account holder | $894 | $7,222-87.6% | $8,919-90.0% | $7,344-87.8% |