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 | $5,000 | $106,890-95.3% | $84,015-94.0% | $152,861-96.7% |
| Participation rate | 52.6% | 75.2%-22.6pp | 69.0%-16.4pp | 82.4%-29.8pp |
| Annual return | 18.18% | 104.99%-86.8pp | 71.31%-53.1pp | 345.32%-327.1pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,000 | $4,011-50.1% | $3,239-38.2% | $5,850-65.8% |
| Admin fee / account holder | $499 | $8,285-94.0% | $6,101-91.8% | $11,596-95.7% |