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 | $4,481 | $111,724-96.0% | $93,606-95.2% | $145,922-96.9% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 18.44% | 202.98%-184.5pp | 133.20%-114.8pp | 561.29%-542.8pp |
| Employer contribution / active EE | $1,511 | $3,090-51.1% | $2,420-37.6% | $4,660-67.6% |
| Participant deferral / active EE | $1,910 | $4,912-61.1% | $4,411-56.7% | $6,688-71.4% |
| Admin fee / account holder | $12,681 | $10,250+23.7% | $8,285+53.1% | $13,397-5.3% |