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 3-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 | $5,570 | $48,795-88.6% | $65,493-91.5% | $84,808-93.4% |
| Participation rate | 58.7% | 67.0%-8.3pp | 73.1%-14.4pp | 68.3%-9.6pp |
| Annual return | 31.72% | 20.20%+11.5pp | 982.45%-950.7pp | 40.90%-9.2pp |
| Employer contribution / active EE | $525 | $1,930-72.8% | $2,574-79.6% | $2,631-80.1% |
| Participant deferral / active EE | $1,344 | $2,928-54.1% | $3,961-66.1% | $4,212-68.1% |
| Admin fee / account holder | $358 | $3,877-90.8% | $5,028-92.9% | $7,344-95.1% |