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 | $6,488 | $63,346-89.8% | $92,233-93.0% | $70,131-90.7% |
| Participation rate | 55.0% | 68.7%-13.7pp | 76.5%-21.5pp | 69.5%-14.5pp |
| Annual return | 319.63% | 530.12%-210.5pp | 176.28%+143.4pp | 73.14%+246.5pp |
| Employer contribution / active EE | $4,191 | $2,471+69.6% | $3,679+13.9% | $2,342+78.9% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $755 | $3,840-80.4% | $5,194-85.5% | $4,645-83.8% |