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 | $5,899 | $175,202-96.6% | $149,673-96.1% | $139,434-95.8% |
| Participation rate | 61.5% | 83.4%-21.8pp | 78.8%-17.2pp | 80.3%-18.8pp |
| Annual return | 21.88% | 166.71%-144.8pp | 134.42%-112.5pp | 372.94%-351.1pp |
| Employer contribution / active EE | $1,852 | $5,474-66.2% | $4,818-61.6% | $4,751-61.0% |
| Participant deferral / active EE | $1,890 | $6,519-71.0% | $5,680-66.7% | $6,710-71.8% |
| Admin fee / account holder | $2,141 | $16,150-86.7% | $13,210-83.8% | $11,403-81.2% |