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 | $9,495 | $126,574-92.5% | $106,213-91.1% | $145,922-93.5% |
| Participation rate | 60.0% | 77.6%-17.6pp | 75.3%-15.3pp | 80.3%-20.3pp |
| Annual return | 17.51% | 224.79%-207.3pp | 116.14%-98.6pp | 561.29%-543.8pp |
| Employer contribution / active EE | $842 | $3,730-77.4% | $3,171-73.5% | $4,660-81.9% |
| Participant deferral / active EE | $4,209 | $5,724-26.5% | $5,016-16.1% | $6,688-37.1% |
| Admin fee / account holder | $432 | $17,304-97.5% | $11,033-96.1% | $13,397-96.8% |