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 4-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 | $3,269 | $88,751-96.3% | $81,812-96.0% | $145,922-97.8% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.3%-72.3pp | 80.3%-80.3pp |
| Annual return | 10.28% | 1025.40%-1015.1pp | 773.79%-763.5pp | 561.29%-551.0pp |
| Employer contribution / active EE | $1,192 | $3,083-61.3% | $2,912-59.1% | $4,660-74.4% |
| Participant deferral / active EE | $1,764 | $4,643-62.0% | $4,319-59.2% | $6,688-73.6% |
| Admin fee / account holder | $13,252 | $8,415+57.5% | $7,386+79.4% | $13,397-1.1% |