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 | $3,954 | $102,604-96.1% | $86,188-95.4% | $139,434-97.2% |
| Participation rate | 33.3% | 74.5%-41.2pp | 69.0%-35.6pp | 80.3%-47.0pp |
| Annual return | 28.31% | 1922.51%-1894.2pp | 1168.45%-1140.1pp | 372.94%-344.6pp |
| Employer contribution / active EE | $1,318 | $3,032-56.5% | $2,380-44.6% | $4,751-72.3% |
| Participant deferral / active EE | $3,051 | $4,676-34.7% | $3,985-23.4% | $6,710-54.5% |
| Admin fee / account holder | $8,199 | $8,657-5.3% | $6,852+19.7% | $11,403-28.1% |