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 | $6,374 | $96,635-93.4% | $86,612-92.6% | $139,434-95.4% |
| Participation rate | 68.8% | 74.4%-5.7pp | 71.7%-2.9pp | 80.3%-11.6pp |
| Annual return | 22.09% | 106.41%-84.3pp | 591.07%-569.0pp | 372.94%-350.9pp |
| Employer contribution / active EE | $0 | $3,263-100.0% | $3,022-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,859 | $4,836-40.9% | $4,438-35.6% | $6,710-57.4% |
| Admin fee / account holder | $1,701 | $6,408-73.5% | $5,614-69.7% | $11,403-85.1% |