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 | $16,710 | $102,317-83.7% | $146,958-88.6% | $80,856-79.3% |
| Participation rate | 56.3% | 75.8%-19.6pp | 82.2%-25.9pp | 67.6%-11.4pp |
| Annual return | 20.12% | 134.76%-114.6pp | 418.34%-398.2pp | 35.59%-15.5pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,092 | $6,644-23.4% | $8,070-36.9% | $4,296+18.5% |
| Admin fee / account holder | $3,440 | $7,941-56.7% | $12,998-73.5% | $6,918-50.3% |