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 | $9,871 | $165,335-94.0% | $149,696-93.4% | $158,922-93.8% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 37.44% | 348.15%-310.7pp | 276.60%-239.2pp | 302.83%-265.4pp |
| Employer contribution / active EE | $2,915 | $5,103-42.9% | $4,644-37.2% | $4,761-38.8% |
| Participant deferral / active EE | $3,373 | $7,181-53.0% | $6,842-50.7% | $5,982-43.6% |
| Admin fee / account holder | $1,636 | $10,807-84.9% | $9,309-82.4% | $11,246-85.5% |