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 | $2,189 | $96,635-97.7% | $86,612-97.5% | $139,434-98.4% |
| Participation rate | 21.7% | 74.4%-52.7pp | 71.7%-50.0pp | 80.3%-58.6pp |
| Annual return | 14.70% | 106.41%-91.7pp | 591.07%-576.4pp | 372.94%-358.2pp |
| Employer contribution / active EE | $907 | $3,263-72.2% | $3,022-70.0% | $4,751-80.9% |
| Participant deferral / active EE | $1,005 | $4,836-79.2% | $4,438-77.4% | $6,710-85.0% |
| Admin fee / account holder | $1,544 | $6,408-75.9% | $5,614-72.5% | $11,403-86.5% |