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 | $6,333 | $100,852-93.7% | $90,404-93.0% | $158,922-96.0% |
| Participation rate | 61.5% | 75.0%-13.5pp | 72.7%-11.1pp | 82.0%-20.4pp |
| Annual return | 76.25% | 1724.20%-1648.0pp | 1293.02%-1216.8pp | 302.83%-226.6pp |
| Employer contribution / active EE | $512 | $3,689-86.1% | $3,262-84.3% | $4,761-89.2% |
| Participant deferral / active EE | $1,063 | $4,348-75.6% | $3,963-73.2% | $5,982-82.2% |
| Admin fee / account holder | $2,958 | $6,501-54.5% | $5,611-47.3% | $11,246-73.7% |