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 | $4,604 | $85,202-94.6% | $172,739-97.3% | $72,985-93.7% |
| Participation rate | 67.9% | 70.1%-2.2pp | 82.6%-14.8pp | 69.5%-1.6pp |
| Annual return | 25.31% | 27.32%-2.0pp | 802.84%-777.5pp | 81.00%-55.7pp |
| Employer contribution / active EE | $718 | $3,324-78.4% | $5,143-86.0% | $2,440-70.6% |
| Participant deferral / active EE | $1,319 | $3,260-59.6% | $5,198-74.6% | $3,607-63.4% |
| Admin fee / account holder | $458 | $5,884-92.2% | $13,954-96.7% | $5,124-91.1% |