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 | $8,310 | $104,486-92.0% | $76,817-89.2% | $152,861-94.6% |
| Participation rate | 22.2% | 76.6%-54.4pp | 72.1%-49.9pp | 82.4%-60.2pp |
| Annual return | 25.26% | 1013.37%-988.1pp | 1166.11%-1140.8pp | 345.32%-320.1pp |
| Employer contribution / active EE | $1,526 | $3,116-51.0% | $2,302-33.7% | $4,762-67.9% |
| Participant deferral / active EE | $1,270 | $4,236-70.0% | $3,336-61.9% | $5,850-78.3% |
| Admin fee / account holder | $556 | $12,275-95.5% | $6,420-91.3% | $11,596-95.2% |