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 9-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 | $10,219 | $176,056-94.2% | $159,436-93.6% | $167,490-93.9% |
| Participation rate | 28.6% | 84.9%-56.4pp | 82.8%-54.3pp | 82.1%-53.5pp |
| Annual return | 17.56% | 331.75%-314.2pp | 263.57%-246.0pp | 478.56%-461.0pp |
| Employer contribution / active EE | $0 | $5,297-100.0% | $4,829-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,928 | $7,750-49.3% | $7,352-46.6% | $6,341-38.1% |
| Admin fee / account holder | $20,762 | $12,554+65.4% | $10,799+92.3% | $12,309+68.7% |