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 4-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 | $6,005 | $102,604-94.1% | $86,188-93.0% | $139,434-95.7% |
| Participation rate | 61.5% | 74.5%-13.0pp | 69.0%-7.4pp | 80.3%-18.8pp |
| Annual return | 23.50% | 1922.51%-1899.0pp | 1168.45%-1145.0pp | 372.94%-349.4pp |
| Employer contribution / active EE | $842 | $3,032-72.2% | $2,380-64.6% | $4,751-82.3% |
| Participant deferral / active EE | $1,361 | $4,676-70.9% | $3,985-65.8% | $6,710-79.7% |
| Admin fee / account holder | $611 | $8,657-92.9% | $6,852-91.1% | $11,403-94.6% |