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 | $2,411 | $210,648-98.9% | $177,989-98.6% | $145,922-98.3% |
| Participation rate | 7.1% | 80.8%-73.6pp | 77.1%-69.9pp | 80.3%-73.1pp |
| Annual return | 7.91% | 385.86%-377.9pp | 294.48%-286.6pp | 561.29%-553.4pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $3,949-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,616 | $6,958-76.8% | $6,276-74.3% | $6,688-75.8% |
| Admin fee / account holder | $1,555 | $12,013-87.1% | $10,363-85.0% | $13,397-88.4% |