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 | $7,680 | $77,899-90.1% | $149,673-94.9% | $75,163-89.8% |
| Participation rate | 22.0% | 65.6%-43.6pp | 78.8%-56.8pp | 67.2%-45.2pp |
| Annual return | 42.01% | 31.72%+10.3pp | 134.42%-92.4pp | 160.62%-118.6pp |
| Employer contribution / active EE | $463 | $3,137-85.2% | $4,818-90.4% | $2,670-82.7% |
| Participant deferral / active EE | $902 | $3,411-73.5% | $5,680-84.1% | $4,125-78.1% |
| Admin fee / account holder | $563 | $5,956-90.5% | $13,210-95.7% | $5,651-90.0% |