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 6-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 | $7,186 | $114,047-93.7% | $96,139-92.5% | $167,490-95.7% |
| Participation rate | 54.5% | 75.1%-20.5pp | 68.4%-13.9pp | 82.1%-27.6pp |
| Annual return | 11.71% | 189.88%-178.2pp | 191.94%-180.2pp | 478.56%-466.8pp |
| Employer contribution / active EE | $1,155 | $3,427-66.3% | $2,797-58.7% | $4,837-76.1% |
| Participant deferral / active EE | $1,613 | $5,194-68.9% | $4,349-62.9% | $6,341-74.6% |
| Admin fee / account holder | $1,500 | $6,897-78.3% | $5,537-72.9% | $12,309-87.8% |