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 | $7,769 | $107,334-92.8% | $92,893-91.6% | $152,861-94.9% |
| Participation rate | 37.5% | 79.8%-42.3pp | 76.0%-38.5pp | 82.4%-44.9pp |
| Annual return | 44.10% | 145.58%-101.5pp | 109.41%-65.3pp | 345.32%-301.2pp |
| Employer contribution / active EE | $754 | $4,221-82.1% | $3,653-79.4% | $4,762-84.2% |
| Participant deferral / active EE | $1,621 | $4,845-66.5% | $4,236-61.7% | $5,850-72.3% |
| Admin fee / account holder | $698 | $7,079-90.1% | $5,794-88.0% | $11,596-94.0% |