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 | $2,969 | $34,308-91.3% | $74,701-96.0% | $72,985-95.9% |
| Participation rate | 52.9% | 42.4%+10.5pp | 54.5%-1.5pp | 69.5%-16.5pp |
| Annual return | 33.06% | 26.58%+6.5pp | 752.92%-719.9pp | 81.00%-47.9pp |
| Employer contribution / active EE | $502 | $692-27.4% | $1,084-53.7% | $2,440-79.4% |
| Participant deferral / active EE | $775 | $1,271-39.0% | $1,964-60.5% | $3,607-78.5% |
| Admin fee / account holder | $639 | $2,124-69.9% | $3,333-80.8% | $5,124-87.5% |