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 | $15,019 | $150,440-90.0% | $136,294-89.0% | $147,584-89.8% |
| Participation rate | 55.6% | 84.4%-28.9pp | 81.9%-26.4pp | 82.8%-27.3pp |
| Annual return | 34.41% | 1049.08%-1014.7pp | 5155.94%-5121.5pp | 578.55%-544.1pp |
| Employer contribution / active EE | $2,127 | $5,256-59.5% | $4,695-54.7% | $4,876-56.4% |
| Participant deferral / active EE | $5,980 | $6,630-9.8% | $6,247-4.3% | $5,439+10.0% |
| Admin fee / account holder | $3,346 | $10,905-69.3% | $9,243-63.8% | $10,885-69.3% |