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 | $18,995 | $102,317-81.4% | $146,958-87.1% | $80,856-76.5% |
| Participation rate | 56.4% | 75.8%-19.4pp | 82.2%-25.7pp | 67.6%-11.2pp |
| Annual return | 23.56% | 134.76%-111.2pp | 418.34%-394.8pp | 35.59%-12.0pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,779 | $6,644-28.1% | $8,070-40.8% | $4,296+11.3% |
| Admin fee / account holder | $645 | $7,941-91.9% | $12,998-95.0% | $6,918-90.7% |