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 | $24,337 | $99,985-75.7% | $146,665-83.4% | $85,850-71.7% |
| Participation rate | 61.3% | 73.1%-11.8pp | 80.1%-18.8pp | 69.3%-8.0pp |
| Annual return | 19.01% | 18.93%+0.1pp | 22.74%-3.7pp | 318.53%-299.5pp |
| Employer contribution / active EE | $1,384 | $2,559-45.9% | $4,136-66.5% | $2,565-46.1% |
| Participant deferral / active EE | $3,757 | $4,006-6.2% | $5,506-31.8% | $3,952-4.9% |
| Admin fee / account holder | $859 | $7,702-88.8% | $10,280-91.6% | $6,260-86.3% |