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 7-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 | $5,354 | $100,852-94.7% | $90,404-94.1% | $158,922-96.6% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 24.96% | 1724.20%-1699.2pp | 1293.02%-1268.1pp | 302.83%-277.9pp |
| Employer contribution / active EE | $1,728 | $3,689-53.1% | $3,262-47.0% | $4,761-63.7% |
| Participant deferral / active EE | $2,058 | $4,348-52.7% | $3,963-48.1% | $5,982-65.6% |
| Admin fee / account holder | $322 | $6,501-95.0% | $5,611-94.3% | $11,246-97.1% |