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 | $4,694 | $101,283-95.4% | $75,826-93.8% | $135,375-96.5% |
| Participation rate | 40.0% | 72.7%-32.7pp | 68.2%-28.2pp | 82.6%-42.6pp |
| Annual return | 0.00% | 3384.62%-3384.6pp | 1914.15%-1914.2pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,311 | $2,382-45.0% | $1,913-31.5% | $4,779-72.6% |
| Participant deferral / active EE | $1,311 | $3,469-62.2% | $2,862-54.2% | $5,609-76.6% |
| Admin fee / account holder | $1,358 | $6,539-79.2% | $4,726-71.3% | $10,827-87.5% |