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 | $167 | $99,877-99.8% | $84,966-99.8% | $145,922-99.9% |
| Participation rate | 0.0% | 74.1%-74.1pp | 67.5%-67.5pp | 80.3%-80.3pp |
| Annual return | 15.49% | 83.76%-68.3pp | 66.38%-50.9pp | 561.29%-545.8pp |
| Employer contribution / active EE | $1,365 | $3,231-57.8% | $2,727-49.9% | $4,660-70.7% |
| Participant deferral / active EE | $1,707 | $5,291-67.7% | $4,519-62.2% | $6,688-74.5% |
| Admin fee / account holder | $7,760 | $7,248+7.1% | $6,149+26.2% | $13,397-42.1% |