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 3-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 | $385 | $100,773-99.6% | $88,946-99.6% | $142,382-99.7% |
| Participation rate | 0.0% | 74.3%-74.3pp | 68.8%-68.8pp | 80.1%-80.1pp |
| Annual return | 16.90% | 70.18%-53.3pp | 57.82%-40.9pp | 217.08%-200.2pp |
| Employer contribution / active EE | $974 | $2,918-66.6% | $2,555-61.9% | $4,299-77.4% |
| Participant deferral / active EE | $1,377 | $5,230-73.7% | $4,581-69.9% | $6,507-78.8% |
| Admin fee / account holder | $7,283 | $9,693-24.9% | $8,261-11.8% | $12,624-42.3% |