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 5-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 | $4,467 | $884,045-99.5% | $453,369-99.0% | $167,490-97.3% |
| Participation rate | 60.0% | 81.6%-21.6pp | 78.0%-18.0pp | 82.1%-22.1pp |
| Annual return | 0.00% | 29.49%-29.5pp | 64.40%-64.4pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,504 | $5,538-72.8% | $4,070-63.0% | $4,837-68.9% |
| Participant deferral / active EE | $2,357 | $7,898-70.2% | $6,209-62.0% | $6,341-62.8% |
| Admin fee / account holder | $466 | $22,063-97.9% | $11,209-95.8% | $12,309-96.2% |