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 | $21,575 | $142,405-84.8% | $115,157-81.3% | $152,861-85.9% |
| Participation rate | 66.7% | 82.4%-15.7pp | 75.9%-9.2pp | 82.4%-15.8pp |
| Annual return | 23.88% | 41.48%-17.6pp | 35.60%-11.7pp | 345.32%-321.4pp |
| Employer contribution / active EE | $3,998 | $4,010-0.3% | $3,179+25.8% | $4,762-16.0% |
| Participant deferral / active EE | $12,124 | $5,164+134.8% | $4,168+190.9% | $5,850+107.2% |
| Admin fee / account holder | $166,424 | $8,462+1866.7% | $7,088+2248.0% | $11,596+1335.1% |