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 4-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 | $2,559 | $115,708-97.8% | $65,255-96.1% | $139,434-98.2% |
| Participation rate | 55.0% | 67.8%-12.8pp | 65.0%-10.0pp | 80.3%-25.3pp |
| Annual return | 25.33% | 31.19%-5.9pp | 47.35%-22.0pp | 372.94%-347.6pp |
| Employer contribution / active EE | $645 | $2,599-75.2% | $1,691-61.9% | $4,751-86.4% |
| Participant deferral / active EE | $886 | $4,240-79.1% | $2,831-68.7% | $6,710-86.8% |
| Admin fee / account holder | $444 | $6,698-93.4% | $4,112-89.2% | $11,403-96.1% |