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 9-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 | $18,517 | $150,440-87.7% | $136,294-86.4% | $147,584-87.5% |
| Participation rate | 37.5% | 84.4%-46.9pp | 81.9%-44.4pp | 82.8%-45.3pp |
| Annual return | 103.57% | 1049.08%-945.5pp | 5155.94%-5052.4pp | 578.55%-475.0pp |
| Employer contribution / active EE | $2,206 | $5,256-58.0% | $4,695-53.0% | $4,876-54.8% |
| Participant deferral / active EE | $3,326 | $6,630-49.8% | $6,247-46.8% | $5,439-38.8% |
| Admin fee / account holder | $572 | $10,905-94.8% | $9,243-93.8% | $10,885-94.7% |