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 4-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 | $4,880 | $96,305-94.9% | $80,569-93.9% | $139,434-96.5% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 39.50% | 1350.08%-1310.6pp | 935.43%-895.9pp | 372.94%-333.4pp |
| Employer contribution / active EE | $946 | $3,262-71.0% | $2,723-65.3% | $4,751-80.1% |
| Participant deferral / active EE | $1,644 | $5,232-68.6% | $4,447-63.0% | $6,710-75.5% |
| Admin fee / account holder | $1,051 | $6,599-84.1% | $5,377-80.4% | $11,403-90.8% |