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 8-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 | $7,274 | $104,907-93.1% | $84,611-91.4% | $152,861-95.2% |
| Participation rate | 66.7% | 74.8%-8.2pp | 68.2%-1.6pp | 82.4%-15.8pp |
| Annual return | 66.02% | 373.79%-307.8pp | 258.74%-192.7pp | 345.32%-279.3pp |
| Employer contribution / active EE | $2,058 | $3,302-37.7% | $2,652-22.4% | $4,762-56.8% |
| Participant deferral / active EE | $3,253 | $4,688-30.6% | $3,899-16.6% | $5,850-44.4% |
| Admin fee / account holder | $1,685 | $6,241-73.0% | $4,912-65.7% | $11,596-85.5% |