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 7-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 | $7,807 | $108,172-92.8% | $77,482-89.9% | $158,922-95.1% |
| Participation rate | 42.9% | 64.4%-21.6pp | 54.2%-11.3pp | 82.0%-39.1pp |
| Annual return | 30.02% | 31.67%-1.7pp | 54.79%-24.8pp | 302.83%-272.8pp |
| Employer contribution / active EE | $656 | $1,325-50.5% | $986-33.5% | $4,761-86.2% |
| Participant deferral / active EE | $1,228 | $2,456-50.0% | $1,861-34.0% | $5,982-79.5% |
| Admin fee / account holder | $624 | $3,708-83.2% | $2,858-78.2% | $11,246-94.5% |