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 6-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 | $3,995 | $96,635-95.9% | $86,612-95.4% | $139,434-97.1% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 13.52% | 106.41%-92.9pp | 591.07%-577.5pp | 372.94%-359.4pp |
| Employer contribution / active EE | $835 | $3,263-74.4% | $3,022-72.4% | $4,751-82.4% |
| Participant deferral / active EE | $2,009 | $4,836-58.5% | $4,438-54.7% | $6,710-70.1% |
| Admin fee / account holder | $1,003 | $6,408-84.4% | $5,614-82.1% | $11,403-91.2% |