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 8-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 | $8,604 | $48,570-82.3% | $130,648-93.4% | $72,985-88.2% |
| Participation rate | 0.0% | 58.6%-58.6pp | 71.7%-71.7pp | 69.5%-69.5pp |
| Annual return | 40.72% | 38.63%+2.1pp | 1708.96%-1668.2pp | 81.00%-40.3pp |
| Employer contribution / active EE | $2,160 | $1,334+61.9% | $4,092-47.2% | $2,440-11.5% |
| Participant deferral / active EE | $3,657 | $2,384+53.4% | $3,603+1.5% | $3,607+1.4% |
| Admin fee / account holder | $578 | $3,549-83.7% | $5,464-89.4% | $5,124-88.7% |