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 | $3,883 | $100,852-96.1% | $90,404-95.7% | $158,922-97.6% |
| Participation rate | 64.3% | 75.0%-10.7pp | 72.7%-8.4pp | 82.0%-17.7pp |
| Annual return | 35.16% | 1724.20%-1689.0pp | 1293.02%-1257.9pp | 302.83%-267.7pp |
| Employer contribution / active EE | $714 | $3,689-80.6% | $3,262-78.1% | $4,761-85.0% |
| Participant deferral / active EE | $754 | $4,348-82.6% | $3,963-81.0% | $5,982-87.4% |
| Admin fee / account holder | $719 | $6,501-88.9% | $5,611-87.2% | $11,246-93.6% |