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 | $8,288 | $104,907-92.1% | $84,611-90.2% | $152,861-94.6% |
| Participation rate | 33.3% | 74.8%-41.5pp | 68.2%-34.9pp | 82.4%-49.1pp |
| Annual return | 6971.32% | 373.79%+6597.5pp | 258.74%+6712.6pp | 345.32%+6626.0pp |
| Employer contribution / active EE | $788 | $3,302-76.1% | $2,652-70.3% | $4,762-83.5% |
| Participant deferral / active EE | $979 | $4,688-79.1% | $3,899-74.9% | $5,850-83.3% |
| Admin fee / account holder | $1,172 | $6,241-81.2% | $4,912-76.1% | $11,596-89.9% |