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 5-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 | $6,503 | $96,635-93.3% | $86,612-92.5% | $139,434-95.3% |
| Participation rate | 46.7% | 74.4%-27.7pp | 71.7%-25.0pp | 80.3%-33.7pp |
| Annual return | 12.33% | 106.41%-94.1pp | 591.07%-578.7pp | 372.94%-360.6pp |
| Employer contribution / active EE | $488 | $3,263-85.0% | $3,022-83.8% | $4,751-89.7% |
| Participant deferral / active EE | $868 | $4,836-82.1% | $4,438-80.4% | $6,710-87.1% |
| Admin fee / account holder | $325 | $6,408-94.9% | $5,614-94.2% | $11,403-97.1% |