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 7-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 | $4,290 | $96,305-95.5% | $80,569-94.7% | $139,434-96.9% |
| Participation rate | 62.5% | 73.6%-11.1pp | 67.0%-4.5pp | 80.3%-17.8pp |
| Annual return | 16.79% | 1350.08%-1333.3pp | 935.43%-918.6pp | 372.94%-356.1pp |
| Employer contribution / active EE | $510 | $3,262-84.4% | $2,723-81.3% | $4,751-89.3% |
| Participant deferral / active EE | $1,152 | $5,232-78.0% | $4,447-74.1% | $6,710-82.8% |
| Admin fee / account holder | $410 | $6,599-93.8% | $5,377-92.4% | $11,403-96.4% |