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 | $5,787 | $165,335-96.5% | $149,696-96.1% | $158,922-96.4% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 41.03% | 348.15%-307.1pp | 276.60%-235.6pp | 302.83%-261.8pp |
| Employer contribution / active EE | $1,076 | $5,103-78.9% | $4,644-76.8% | $4,761-77.4% |
| Participant deferral / active EE | $2,681 | $7,181-62.7% | $6,842-60.8% | $5,982-55.2% |
| Admin fee / account holder | $355 | $10,807-96.7% | $9,309-96.2% | $11,246-96.8% |