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 3-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 | $2,174 | $110,887-98.0% | - | $145,922-98.5% |
| Participation rate | 0.0% | 68.1%-68.1pp | - | 80.3%-80.3pp |
| Annual return | 12.89% | 17.59%-4.7pp | - | 561.29%-548.4pp |
| Employer contribution / active EE | $608 | $5,672-89.3% | - | $4,660-87.0% |
| Participant deferral / active EE | $1,277 | $5,582-77.1% | - | $6,688-80.9% |
| Admin fee / account holder | $4,725 | $6,317-25.2% | - | $13,397-64.7% |