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 | $4,907 | $109,817-95.5% | $98,442-95.0% | $167,490-97.1% |
| Participation rate | 60.0% | 75.8%-15.8pp | 73.3%-13.3pp | 82.1%-22.1pp |
| Annual return | 12.63% | 1956.69%-1944.1pp | 1492.73%-1480.1pp | 478.56%-465.9pp |
| Employer contribution / active EE | $846 | $3,224-73.8% | $2,960-71.4% | $4,837-82.5% |
| Participant deferral / active EE | $893 | $4,673-80.9% | $4,276-79.1% | $6,341-85.9% |
| Admin fee / account holder | $576 | $6,753-91.5% | $5,949-90.3% | $12,309-95.3% |