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 | $7,223 | $52,953-86.4% | $172,739-95.8% | $65,185-88.9% |
| Participation rate | 27.4% | 66.2%-38.8pp | 82.6%-55.3pp | 70.2%-42.8pp |
| Annual return | 71.50% | 30.12%+41.4pp | 802.84%-731.3pp | 29.38%+42.1pp |
| Employer contribution / active EE | $392 | $2,190-82.1% | $5,143-92.4% | $2,177-82.0% |
| Participant deferral / active EE | $1,409 | $2,471-43.0% | $5,198-72.9% | $3,514-59.9% |
| Admin fee / account holder | $534 | $472+13.2% | $13,954-96.2% | $847-36.9% |