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 | $3,238 | $51,576-93.7% | $129,207-97.5% | $80,856-96.0% |
| Participation rate | 60.7% | 57.0%+3.7pp | 69.6%-8.9pp | 67.6%-6.9pp |
| Annual return | 11.59% | 20.81%-9.2pp | 9417.33%-9405.7pp | 35.59%-24.0pp |
| Employer contribution / active EE | $542 | $1,584-65.8% | $4,153-87.0% | $2,755-80.3% |
| Participant deferral / active EE | $785 | $2,669-70.6% | $4,168-81.2% | $4,296-81.7% |
| Admin fee / account holder | $3,847 | $4,305-10.6% | $7,715-50.1% | $6,918-44.4% |