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 | $4,586 | $73,933-93.8% | $96,683-95.3% | $75,163-93.9% |
| Participation rate | 67.6% | 66.4%+1.2pp | 74.3%-6.7pp | 67.2%+0.5pp |
| Annual return | 71.73% | 26.70%+45.0pp | 35.69%+36.0pp | 160.62%-88.9pp |
| Employer contribution / active EE | $2,582 | $2,928-11.8% | $3,737-30.9% | $2,670-3.3% |
| Participant deferral / active EE | $2,386 | $3,659-34.8% | $4,878-51.1% | $4,125-42.2% |
| Admin fee / account holder | $1,836 | $5,216-64.8% | $6,730-72.7% | $5,651-67.5% |