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 9-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 | $5,701 | $192,717-97.0% | $142,449-96.0% | $139,434-95.9% |
| Participation rate | 33.3% | 81.5%-48.1pp | 76.8%-43.4pp | 80.3%-47.0pp |
| Annual return | 13.14% | 17.99%-4.9pp | 19.99%-6.9pp | 372.94%-359.8pp |
| Employer contribution / active EE | $3,981 | $5,806-31.4% | $4,847-17.9% | $4,751-16.2% |
| Participant deferral / active EE | $6,760 | $7,208-6.2% | $6,283+7.6% | $6,710+0.7% |
| Admin fee / account holder | $300,908 | $15,124+1889.6% | $10,011+2905.9% | $11,403+2539.0% |