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 | $2,002 | $123,909-98.4% | $69,647-97.1% | $145,922-98.6% |
| Participation rate | 28.6% | 69.2%-40.6pp | 66.5%-37.9pp | 80.3%-51.7pp |
| Annual return | 18.64% | 190.55%-171.9pp | 100.48%-81.8pp | 561.29%-542.6pp |
| Employer contribution / active EE | $0 | $2,682-100.0% | $1,712-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $653 | $4,236-84.6% | $2,886-77.4% | $6,688-90.2% |
| Admin fee / account holder | $320 | $7,863-95.9% | $4,713-93.2% | $13,397-97.6% |