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 | $13,751 | $69,763-80.3% | $67,502-79.6% | $74,495-81.5% |
| Participation rate | 42.1% | 71.4%-29.3pp | 72.9%-30.8pp | 67.2%-25.1pp |
| Annual return | 19.81% | -40.34%+60.1pp | 3512.12%-3492.3pp | 1364.94%-1345.1pp |
| Employer contribution / active EE | $978 | $2,704-63.8% | $2,731-64.2% | $2,623-62.7% |
| Participant deferral / active EE | $1,218 | $3,636-66.5% | $4,000-69.5% | $4,346-72.0% |
| Admin fee / account holder | $1,503 | $896+67.7% | $3,998-62.4% | $1,942-22.6% |