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 3-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 | $13,807 | $83,902-83.5% | $167,512-91.8% | $84,808-83.7% |
| Participation rate | 56.3% | 66.5%-10.2pp | 77.1%-20.8pp | 68.3%-12.1pp |
| Annual return | 33.50% | 91.55%-58.1pp | 1615.79%-1582.3pp | 40.90%-7.4pp |
| Employer contribution / active EE | $1,122 | $2,264-50.4% | $3,882-71.1% | $2,631-57.3% |
| Participant deferral / active EE | $2,028 | $4,442-54.3% | $6,405-68.3% | $4,212-51.8% |
| Admin fee / account holder | $405 | $7,915-94.9% | $9,769-95.9% | $7,344-94.5% |