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 6-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 | $1,014 | $74,888-98.6% | $71,209-98.6% | $142,382-99.3% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.1%-46.8pp |
| Annual return | 13.78% | 345.14%-331.4pp | 282.51%-268.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | $686 | $2,854-76.0% | $2,721-74.8% | $4,299-84.0% |
| Participant deferral / active EE | $741 | $4,454-83.4% | $4,175-82.2% | $6,507-88.6% |
| Admin fee / account holder | $54,376 | $5,568+876.5% | $5,349+916.6% | $12,624+330.7% |