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 | $11,448 | $81,208-85.9% | $98,907-88.4% | $79,858-85.7% |
| Participation rate | 45.9% | 72.5%-26.6pp | 76.0%-30.1pp | 69.6%-23.8pp |
| Annual return | 65.32% | 60.99%+4.3pp | 196.43%-131.1pp | 31.71%+33.6pp |
| Employer contribution / active EE | $1,090 | $1,960-44.4% | $2,689-59.5% | $2,471-55.9% |
| Participant deferral / active EE | $2,008 | $3,265-38.5% | $4,244-52.7% | $3,740-46.3% |
| Admin fee / account holder | $567 | $6,013-90.6% | $6,642-91.5% | $5,306-89.3% |