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 7-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 | $8,696 | $100,852-91.4% | $90,404-90.4% | $158,922-94.5% |
| Participation rate | 28.6% | 75.0%-46.4pp | 72.7%-44.1pp | 82.0%-53.4pp |
| Annual return | 20.49% | 1724.20%-1703.7pp | 1293.02%-1272.5pp | 302.83%-282.3pp |
| Employer contribution / active EE | $954 | $3,689-74.1% | $3,262-70.7% | $4,761-80.0% |
| Participant deferral / active EE | $1,279 | $4,348-70.6% | $3,963-67.7% | $5,982-78.6% |
| Admin fee / account holder | $798 | $6,501-87.7% | $5,611-85.8% | $11,246-92.9% |