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 | $17,561 | $176,056-90.0% | $159,436-89.0% | $167,490-89.5% |
| Participation rate | 57.1% | 84.9%-27.8pp | 82.8%-25.7pp | 82.1%-25.0pp |
| Annual return | 30.43% | 331.75%-301.3pp | 263.57%-233.1pp | 478.56%-448.1pp |
| Employer contribution / active EE | $1,846 | $5,297-65.2% | $4,829-61.8% | $4,837-61.8% |
| Participant deferral / active EE | $4,795 | $7,750-38.1% | $7,352-34.8% | $6,341-24.4% |
| Admin fee / account holder | $1,239 | $12,554-90.1% | $10,799-88.5% | $12,309-89.9% |