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 | $3,579 | $70,756-94.9% | $65,493-94.5% | $142,382-97.5% |
| Participation rate | 37.5% | 77.4%-39.9pp | 73.1%-35.6pp | 80.1%-42.6pp |
| Annual return | 14.03% | 1754.89%-1740.9pp | 982.45%-968.4pp | 217.08%-203.0pp |
| Employer contribution / active EE | $721 | $2,881-75.0% | $2,574-72.0% | $4,299-83.2% |
| Participant deferral / active EE | $970 | $4,637-79.1% | $3,961-75.5% | $6,507-85.1% |
| Admin fee / account holder | $1,284 | $6,559-80.4% | $5,028-74.5% | $12,624-89.8% |