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 6-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 | $8,101 | $124,185-93.5% | $108,410-92.5% | $167,490-95.2% |
| Participation rate | 66.7% | 82.3%-15.6pp | 80.1%-13.5pp | 82.1%-15.4pp |
| Annual return | 19.65% | 1379.64%-1360.0pp | 905.27%-885.6pp | 478.56%-458.9pp |
| Employer contribution / active EE | $1,871 | $4,187-55.3% | $3,558-47.4% | $4,837-61.3% |
| Participant deferral / active EE | $3,309 | $6,908-52.1% | $6,563-49.6% | $6,341-47.8% |
| Admin fee / account holder | $670 | $9,455-92.9% | $7,295-90.8% | $12,309-94.6% |