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 | $0 | $183,519-100.0% | $155,509-100.0% | $145,922-100.0% |
| Participation rate | 16.7% | 82.7%-66.0pp | 78.2%-61.5pp | 80.3%-63.6pp |
| Annual return | 18.12% | 61.17%-43.0pp | 64.67%-46.5pp | 561.29%-543.2pp |
| Employer contribution / active EE | $7,202 | $5,313+35.6% | $4,672+54.1% | $4,660+54.6% |
| Participant deferral / active EE | $9,901 | $6,462+53.2% | $5,626+76.0% | $6,688+48.0% |
| Admin fee / account holder | $3,968,747 | $19,313+20449.6% | $15,912+24841.9% | $13,397+29524.2% |