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 | $17,412 | $150,187-88.4% | $120,354-85.5% | $145,922-88.1% |
| Participation rate | 66.7% | 78.8%-12.1pp | 71.9%-5.2pp | 80.3%-13.6pp |
| Annual return | 21.72% | 154.07%-132.4pp | 107.15%-85.4pp | 561.29%-539.6pp |
| Employer contribution / active EE | $3,012 | $4,348-30.7% | $3,463-13.0% | $4,660-35.4% |
| Participant deferral / active EE | $10,842 | $6,173+75.6% | $4,991+117.2% | $6,688+62.1% |
| Admin fee / account holder | $1,227 | $12,207-89.9% | $9,423-87.0% | $13,397-90.8% |