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 | $12,913 | $73,933-82.5% | $96,683-86.6% | $75,163-82.8% |
| Participation rate | 37.9% | 66.4%-28.5pp | 74.3%-36.4pp | 67.2%-29.3pp |
| Annual return | 56.99% | 26.70%+30.3pp | 35.69%+21.3pp | 160.62%-103.6pp |
| Employer contribution / active EE | $1,078 | $2,928-63.2% | $3,737-71.1% | $2,670-59.6% |
| Participant deferral / active EE | $2,727 | $3,659-25.5% | $4,878-44.1% | $4,125-33.9% |
| Admin fee / account holder | $346 | $5,216-93.4% | $6,730-94.9% | $5,651-93.9% |