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 | $7,835 | $99,020-92.1% | $86,590-91.0% | $147,584-94.7% |
| Participation rate | 0.0% | 76.3%-76.3pp | 73.5%-73.5pp | 82.8%-82.8pp |
| Annual return | 40.36% | 1312.34%-1272.0pp | 964.84%-924.5pp | 578.55%-538.2pp |
| Employer contribution / active EE | $1,384 | $3,132-55.8% | $2,839-51.3% | $4,876-71.6% |
| Participant deferral / active EE | $3,255 | $3,972-18.1% | $3,609-9.8% | $5,439-40.2% |
| Admin fee / account holder | $839 | $5,710-85.3% | $4,906-82.9% | $10,885-92.3% |