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 | $12,626 | $55,415-77.2% | $155,509-91.9% | $74,495-83.1% |
| Participation rate | 45.7% | 61.9%-16.2pp | 78.2%-32.5pp | 67.2%-21.5pp |
| Annual return | 64.13% | 268.50%-204.4pp | 64.67%-0.5pp | 1364.94%-1300.8pp |
| Employer contribution / active EE | $642 | $2,267-71.7% | $4,672-86.3% | $2,623-75.5% |
| Participant deferral / active EE | $1,030 | $2,836-63.7% | $5,626-81.7% | $4,346-76.3% |
| Admin fee / account holder | $326 | $1,738-81.2% | $15,912-98.0% | $1,942-83.2% |