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 5-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 | $19 | $88,751-100.0% | $81,812-100.0% | $145,922-100.0% |
| Participation rate | 14.3% | 75.0%-60.7pp | 72.3%-58.1pp | 80.3%-66.0pp |
| Annual return | 16.04% | 1025.40%-1009.4pp | 773.79%-757.8pp | 561.29%-545.2pp |
| Employer contribution / active EE | $879 | $3,083-71.5% | $2,912-69.8% | $4,660-81.1% |
| Participant deferral / active EE | $5,802 | $4,643+25.0% | $4,319+34.3% | $6,688-13.2% |
| Admin fee / account holder | $317,221 | $8,415+3669.5% | $7,386+4194.9% | $13,397+2267.9% |