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 | $8,288 | $57,281-85.5% | $86,612-90.4% | $75,163-89.0% |
| Participation rate | 41.2% | 63.2%-22.0pp | 71.7%-30.5pp | 67.2%-26.0pp |
| Annual return | 29.65% | 2670.75%-2641.1pp | 591.07%-561.4pp | 160.62%-131.0pp |
| Employer contribution / active EE | $711 | $2,314-69.3% | $3,022-76.5% | $2,670-73.4% |
| Participant deferral / active EE | $1,658 | $3,318-50.0% | $4,438-62.6% | $4,125-59.8% |
| Admin fee / account holder | $702 | $4,112-82.9% | $5,614-87.5% | $5,651-87.6% |