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 | $8,242 | $108,642-92.4% | $74,701-89.0% | $152,861-94.6% |
| Participation rate | 36.4% | 65.3%-29.0pp | 54.5%-18.1pp | 82.4%-46.1pp |
| Annual return | 167.42% | 114.06%+53.4pp | 752.92%-585.5pp | 345.32%-177.9pp |
| Employer contribution / active EE | $59 | $1,503-96.1% | $1,084-94.6% | $4,762-98.8% |
| Participant deferral / active EE | $2,791 | $2,712+2.9% | $1,964+42.2% | $5,850-52.3% |
| Admin fee / account holder | $436 | $4,902-91.1% | $3,333-86.9% | $11,596-96.2% |