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 | $6,215 | $65,409-90.5% | $98,442-93.7% | $85,850-92.8% |
| Participation rate | 69.0% | 65.0%+4.0pp | 73.3%-4.4pp | 69.3%-0.3pp |
| Annual return | 13.59% | 21.76%-8.2pp | 1492.73%-1479.1pp | 318.53%-304.9pp |
| Employer contribution / active EE | $673 | $2,168-69.0% | $2,960-77.3% | $2,565-73.8% |
| Participant deferral / active EE | $1,180 | $3,166-62.7% | $4,276-72.4% | $3,952-70.2% |
| Admin fee / account holder | $946 | $4,593-79.4% | $5,949-84.1% | $6,260-84.9% |