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 6-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 | $19,515 | $176,056-88.9% | $159,436-87.8% | $167,490-88.3% |
| Participation rate | 58.3% | 84.9%-26.6pp | 82.8%-24.5pp | 82.1%-23.8pp |
| Annual return | 21.23% | 331.75%-310.5pp | 263.57%-242.3pp | 478.56%-457.3pp |
| Employer contribution / active EE | $1,471 | $5,297-72.2% | $4,829-69.5% | $4,837-69.6% |
| Participant deferral / active EE | $4,799 | $7,750-38.1% | $7,352-34.7% | $6,341-24.3% |
| Admin fee / account holder | $767 | $12,554-93.9% | $10,799-92.9% | $12,309-93.8% |