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 | $504 | $109,817-99.5% | $98,442-99.5% | $167,490-99.7% |
| Participation rate | 0.0% | 75.8%-75.8pp | 73.3%-73.3pp | 82.1%-82.1pp |
| Annual return | 11.26% | 1956.69%-1945.4pp | 1492.73%-1481.5pp | 478.56%-467.3pp |
| Employer contribution / active EE | $827 | $3,224-74.4% | $2,960-72.1% | $4,837-82.9% |
| Participant deferral / active EE | $1,198 | $4,673-74.4% | $4,276-72.0% | $6,341-81.1% |
| Admin fee / account holder | $2,752 | $6,753-59.2% | $5,949-53.7% | $12,309-77.6% |