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 | $5,432 | $105,998-94.9% | $92,233-94.1% | $147,584-96.3% |
| Participation rate | 63.2% | 80.4%-17.3pp | 76.5%-13.3pp | 82.8%-19.7pp |
| Annual return | 36.26% | 50.05%-13.8pp | 176.28%-140.0pp | 578.55%-542.3pp |
| Employer contribution / active EE | $1,113 | $4,333-74.3% | $3,679-69.7% | $4,876-77.2% |
| Participant deferral / active EE | $2,024 | $4,478-54.8% | $3,897-48.0% | $5,439-62.8% |
| Admin fee / account holder | $1,859 | $6,332-70.6% | $5,194-64.2% | $10,885-82.9% |