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 | $5,034 | $115,770-95.7% | $101,248-95.0% | $158,922-96.8% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 16.50% | 56.14%-39.6pp | 46.47%-30.0pp | 302.83%-286.3pp |
| Employer contribution / active EE | $1,110 | $4,175-73.4% | $3,660-69.7% | $4,761-76.7% |
| Participant deferral / active EE | $1,757 | $4,957-64.6% | $4,370-59.8% | $5,982-70.6% |
| Admin fee / account holder | $339 | $7,245-95.3% | $5,945-94.3% | $11,246-97.0% |