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 | $3,186 | $61,272-94.8% | $149,673-97.9% | $71,457-95.5% |
| Participation rate | 42.3% | 62.5%-20.2pp | 78.8%-36.5pp | 67.9%-25.6pp |
| Annual return | 217.99% | 35.85%+182.1pp | 134.42%+83.6pp | 28.85%+189.1pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,070 | $2,917-63.3% | $5,680-81.2% | $4,289-75.0% |
| Admin fee / account holder | $1,230 | $1,261-2.5% | $13,210-90.7% | $1,587-22.5% |