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 | $25,304 | $101,317-75.0% | $146,958-82.8% | $74,495-66.0% |
| Participation rate | 56.5% | 75.5%-19.0pp | 82.2%-25.6pp | 67.2%-10.7pp |
| Annual return | 31.54% | 8730.91%-8699.4pp | 418.34%-386.8pp | 1364.94%-1333.4pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $6,348 | $7,303-13.1% | $8,070-21.3% | $4,346+46.1% |
| Admin fee / account holder | $1,082 | $1,739-37.8% | $12,998-91.7% | $1,942-44.3% |