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 | $1,395 | $104,974-98.7% | $95,585-98.5% | $142,382-99.0% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.1%-12.1pp | 80.1%-20.1pp |
| Annual return | 22.23% | 210.33%-188.1pp | 38.56%-16.3pp | 217.08%-194.8pp |
| Employer contribution / active EE | $490 | $2,779-82.4% | $2,527-80.6% | $4,299-88.6% |
| Participant deferral / active EE | $710 | $4,352-83.7% | $4,023-82.4% | $6,507-89.1% |
| Admin fee / account holder | $1,106 | $6,386-82.7% | $6,127-81.9% | $12,624-91.2% |