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 7-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 | $4,660 | $121,625-96.2% | $104,607-95.5% | $158,922-97.1% |
| Participation rate | 66.7% | 77.5%-10.9pp | 74.1%-7.4pp | 82.0%-15.3pp |
| Annual return | 82.31% | 465.26%-383.0pp | 340.46%-258.2pp | 302.83%-220.5pp |
| Employer contribution / active EE | $1,095 | $3,163-65.4% | $2,681-59.2% | $4,761-77.0% |
| Participant deferral / active EE | $1,932 | $4,177-53.7% | $3,740-48.3% | $5,982-67.7% |
| Admin fee / account holder | $662 | $7,787-91.5% | $6,473-89.8% | $11,246-94.1% |