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 | $4,258 | $159,901-97.3% | $146,958-97.1% | $145,922-97.1% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 17.72% | 98.13%-80.4pp | 418.34%-400.6pp | 561.29%-543.6pp |
| Employer contribution / active EE | $1,490 | $5,286-71.8% | $4,933-69.8% | $4,660-68.0% |
| Participant deferral / active EE | $5,867 | $8,428-30.4% | $8,070-27.3% | $6,688-12.3% |
| Admin fee / account holder | $14,721 | $15,044-2.1% | $12,998+13.3% | $13,397+9.9% |