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 10-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 | $5,218 | $108,642-95.2% | $74,701-93.0% | $152,861-96.6% |
| Participation rate | 36.4% | 65.3%-29.0pp | 54.5%-18.1pp | 82.4%-46.1pp |
| Annual return | 9.27% | 114.06%-104.8pp | 752.92%-743.7pp | 345.32%-336.1pp |
| Employer contribution / active EE | $422 | $1,503-71.9% | $1,084-61.0% | $4,762-91.1% |
| Participant deferral / active EE | $709 | $2,712-73.9% | $1,964-63.9% | $5,850-87.9% |
| Admin fee / account holder | $489 | $4,902-90.0% | $3,333-85.3% | $11,596-95.8% |