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 3-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 | $3,987 | $210,648-98.1% | $177,989-97.8% | $145,922-97.3% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 19.28% | 385.86%-366.6pp | 294.48%-275.2pp | 561.29%-542.0pp |
| Employer contribution / active EE | $1,751 | $4,565-61.6% | $3,949-55.7% | $4,660-62.4% |
| Participant deferral / active EE | $2,334 | $6,958-66.5% | $6,276-62.8% | $6,688-65.1% |
| Admin fee / account holder | $8,092 | $12,013-32.6% | $10,363-21.9% | $13,397-39.6% |