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 5-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 | $450 | $81,625-99.4% | $58,482-99.2% | $139,434-99.7% |
| Participation rate | 66.7% | 61.3%+5.3pp | 50.9%+15.8pp | 80.3%-13.7pp |
| Annual return | 10.21% | 7404.20%-7394.0pp | 4239.32%-4229.1pp | 372.94%-362.7pp |
| Employer contribution / active EE | $377 | $1,398-73.0% | $1,053-64.2% | $4,751-92.1% |
| Participant deferral / active EE | $463 | $2,557-81.9% | $1,924-76.0% | $6,710-93.1% |
| Admin fee / account holder | $1,109 | $3,265-66.0% | $2,516-55.9% | $11,403-90.3% |