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 6-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 | $5,412 | $121,625-95.6% | $104,607-94.8% | $158,922-96.6% |
| Participation rate | 40.9% | 77.5%-36.6pp | 74.1%-33.2pp | 82.0%-41.0pp |
| Annual return | 17.85% | 465.26%-447.4pp | 340.46%-322.6pp | 302.83%-285.0pp |
| Employer contribution / active EE | $770 | $3,163-75.6% | $2,681-71.3% | $4,761-83.8% |
| Participant deferral / active EE | $1,052 | $4,177-74.8% | $3,740-71.9% | $5,982-82.4% |
| Admin fee / account holder | $870 | $7,787-88.8% | $6,473-86.6% | $11,246-92.3% |