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 3-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 | $12,262 | $60,323-79.7% | $81,812-85.0% | $74,495-83.5% |
| Participation rate | 21.4% | 62.9%-41.4pp | 72.3%-50.9pp | 67.2%-45.8pp |
| Annual return | 23.66% | 16.90%+6.8pp | 773.79%-750.1pp | 1364.94%-1341.3pp |
| Employer contribution / active EE | $0 | $2,620-100.0% | $2,912-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,213 | $3,387-64.2% | $4,319-71.9% | $4,346-72.1% |
| Admin fee / account holder | $4,320 | $1,486+190.8% | $7,386-41.5% | $1,942+122.5% |