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 8-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 | $17,307 | $226,064-92.3% | $182,532-90.5% | $152,861-88.7% |
| Participation rate | 64.7% | 82.5%-17.7pp | 78.0%-13.3pp | 82.4%-17.7pp |
| Annual return | 35.35% | 192.51%-157.2pp | 148.54%-113.2pp | 345.32%-310.0pp |
| Employer contribution / active EE | $647 | $4,978-87.0% | $4,076-84.1% | $4,762-86.4% |
| Participant deferral / active EE | $3,710 | $6,368-41.7% | $5,524-32.8% | $5,850-36.6% |
| Admin fee / account holder | $1,485 | $10,703-86.1% | $8,592-82.7% | $11,596-87.2% |