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 | $27,449 | $171,865-84.0% | $149,718-81.7% | $147,584-81.4% |
| Participation rate | 60.0% | 88.2%-28.2pp | 87.1%-27.1pp | 82.8%-22.8pp |
| Annual return | 11.25% | 2113.22%-2102.0pp | 1501.63%-1490.4pp | 578.55%-567.3pp |
| Employer contribution / active EE | $2,007 | $6,275-68.0% | $5,445-63.1% | $4,876-58.8% |
| Participant deferral / active EE | $3,573 | $7,271-50.9% | $6,569-45.6% | $5,439-34.3% |
| Admin fee / account holder | $817 | $13,799-94.1% | $11,283-92.8% | $10,885-92.5% |