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 | $6,377 | $108,172-94.1% | $77,482-91.8% | $158,922-96.0% |
| Participation rate | 56.3% | 64.4%-8.2pp | 54.2%+2.1pp | 82.0%-25.7pp |
| Annual return | 36.30% | 31.67%+4.6pp | 54.79%-18.5pp | 302.83%-266.5pp |
| Employer contribution / active EE | $896 | $1,325-32.4% | $986-9.2% | $4,761-81.2% |
| Participant deferral / active EE | $1,183 | $2,456-51.9% | $1,861-36.5% | $5,982-80.2% |
| Admin fee / account holder | $465 | $3,708-87.5% | $2,858-83.7% | $11,246-95.9% |