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 | $1,365 | $27,915-95.1% | $58,482-97.7% | $75,163-98.2% |
| Participation rate | 65.5% | 38.8%+26.7pp | 50.9%+14.7pp | 67.2%-1.7pp |
| Annual return | 31.69% | 44.20%-12.5pp | 4239.32%-4207.6pp | 160.62%-128.9pp |
| Employer contribution / active EE | $313 | $669-53.2% | $1,053-70.3% | $2,670-88.3% |
| Participant deferral / active EE | $472 | $1,201-60.7% | $1,924-75.5% | $4,125-88.6% |
| Admin fee / account holder | $500 | $1,726-71.0% | $2,516-80.1% | $5,651-91.2% |