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 4-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 | $10,315 | $102,604-89.9% | $86,188-88.0% | $139,434-92.6% |
| Participation rate | 61.5% | 74.5%-13.0pp | 69.0%-7.4pp | 80.3%-18.8pp |
| Annual return | 32.34% | 1922.51%-1890.2pp | 1168.45%-1136.1pp | 372.94%-340.6pp |
| Employer contribution / active EE | $2,354 | $3,032-22.4% | $2,380-1.1% | $4,751-50.4% |
| Participant deferral / active EE | $2,528 | $4,676-45.9% | $3,985-36.6% | $6,710-62.3% |
| Admin fee / account holder | $712 | $8,657-91.8% | $6,852-89.6% | $11,403-93.8% |