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 | $4,325 | $108,172-96.0% | $77,482-94.4% | $158,922-97.3% |
| Participation rate | 33.3% | 64.4%-31.1pp | 54.2%-20.9pp | 82.0%-48.6pp |
| Annual return | 10.04% | 31.67%-21.6pp | 54.79%-44.7pp | 302.83%-292.8pp |
| Employer contribution / active EE | $707 | $1,325-46.6% | $986-28.3% | $4,761-85.1% |
| Participant deferral / active EE | $951 | $2,456-61.3% | $1,861-48.9% | $5,982-84.1% |
| Admin fee / account holder | $818 | $3,708-77.9% | $2,858-71.4% | $11,246-92.7% |