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 | $15,834 | $65,561-75.8% | $86,188-81.6% | $75,163-78.9% |
| Participation rate | 50.0% | 60.5%-10.5pp | 69.0%-19.0pp | 67.2%-17.2pp |
| Annual return | 35.44% | 46.05%-10.6pp | 1168.45%-1133.0pp | 160.62%-125.2pp |
| Employer contribution / active EE | $1,524 | $1,553-1.8% | $2,380-36.0% | $2,670-42.9% |
| Participant deferral / active EE | $4,605 | $3,024+52.3% | $3,985+15.6% | $4,125+11.6% |
| Admin fee / account holder | $4,135 | $5,474-24.5% | $6,852-39.6% | $5,651-26.8% |