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 4-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 | $8,125 | $57,281-85.8% | $86,612-90.6% | $75,163-89.2% |
| Participation rate | 58.1% | 63.2%-5.1pp | 71.7%-13.6pp | 67.2%-9.1pp |
| Annual return | 45.42% | 2670.75%-2625.3pp | 591.07%-545.7pp | 160.62%-115.2pp |
| Employer contribution / active EE | $1,232 | $2,314-46.8% | $3,022-59.3% | $2,670-53.9% |
| Participant deferral / active EE | $2,484 | $3,318-25.1% | $4,438-44.0% | $4,125-39.8% |
| Admin fee / account holder | $634 | $4,112-84.6% | $5,614-88.7% | $5,651-88.8% |