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 8-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 | $23,255 | $209,411-88.9% | $178,490-87.0% | $158,922-85.4% |
| Participation rate | 54.5% | 86.3%-31.8pp | 81.9%-27.4pp | 82.0%-27.4pp |
| Annual return | 13.91% | 188.75%-174.8pp | 151.07%-137.2pp | 302.83%-288.9pp |
| Employer contribution / active EE | $1,500 | $5,706-73.7% | $5,011-70.1% | $4,761-68.5% |
| Participant deferral / active EE | $2,604 | $5,954-56.3% | $5,202-49.9% | $5,982-56.5% |
| Admin fee / account holder | $2,656 | $17,074-84.4% | $13,984-81.0% | $11,246-76.4% |