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 7-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 | $5,394 | $115,770-95.3% | $101,248-94.7% | $158,922-96.6% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 28.11% | 56.14%-28.0pp | 46.47%-18.4pp | 302.83%-274.7pp |
| Employer contribution / active EE | $917 | $4,175-78.0% | $3,660-75.0% | $4,761-80.7% |
| Participant deferral / active EE | $2,038 | $4,957-58.9% | $4,370-53.4% | $5,982-65.9% |
| Admin fee / account holder | $1,068 | $7,245-85.3% | $5,945-82.0% | $11,246-90.5% |