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 10-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 | $11,257 | $150,440-92.5% | $136,294-91.7% | $147,584-92.4% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 17.69% | 1049.08%-1031.4pp | 5155.94%-5138.2pp | 578.55%-560.9pp |
| Employer contribution / active EE | $1,938 | $5,256-63.1% | $4,695-58.7% | $4,876-60.3% |
| Participant deferral / active EE | $2,388 | $6,630-64.0% | $6,247-61.8% | $5,439-56.1% |
| Admin fee / account holder | $734 | $10,905-93.3% | $9,243-92.1% | $10,885-93.3% |