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 4-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 | $9,568 | $60,323-84.1% | $81,812-88.3% | $74,495-87.2% |
| Participation rate | 33.0% | 62.9%-29.8pp | 72.3%-39.3pp | 67.2%-34.2pp |
| Annual return | 18.15% | 16.90%+1.2pp | 773.79%-755.6pp | 1364.94%-1346.8pp |
| Employer contribution / active EE | $533 | $2,620-79.7% | $2,912-81.7% | $2,623-79.7% |
| Participant deferral / active EE | $1,050 | $3,387-69.0% | $4,319-75.7% | $4,346-75.8% |
| Admin fee / account holder | $1,091 | $1,486-26.6% | $7,386-85.2% | $1,942-43.8% |