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 7-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 | $22,415 | $102,317-78.1% | $146,958-84.7% | $80,856-72.3% |
| Participation rate | 45.8% | 75.8%-30.0pp | 82.2%-36.3pp | 67.6%-21.8pp |
| Annual return | 122.82% | 134.76%-11.9pp | 418.34%-295.5pp | 35.59%+87.2pp |
| Employer contribution / active EE | $1,807 | $3,713-51.3% | $4,933-63.4% | $2,755-34.4% |
| Participant deferral / active EE | $3,432 | $6,644-48.3% | $8,070-57.5% | $4,296-20.1% |
| Admin fee / account holder | $1,157 | $7,941-85.4% | $12,998-91.1% | $6,918-83.3% |