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 9-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 | $7,380 | $102,966-92.8% | $90,281-91.8% | $152,861-95.2% |
| Participation rate | 57.1% | 75.9%-18.7pp | 73.3%-16.1pp | 82.4%-25.3pp |
| Annual return | 31.32% | 95.16%-63.8pp | 78.10%-46.8pp | 345.32%-314.0pp |
| Employer contribution / active EE | $625 | $3,139-80.1% | $2,854-78.1% | $4,762-86.9% |
| Participant deferral / active EE | $1,691 | $4,281-60.5% | $3,885-56.5% | $5,850-71.1% |
| Admin fee / account holder | $1,073 | $6,171-82.6% | $5,351-79.9% | $11,596-90.7% |