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 4-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 | $5,834 | $159,901-96.4% | $146,958-96.0% | $145,922-96.0% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.1pp |
| Annual return | 45.87% | 98.13%-52.3pp | 418.34%-372.5pp | 561.29%-515.4pp |
| Employer contribution / active EE | $1,246 | $5,286-76.4% | $4,933-74.7% | $4,660-73.3% |
| Participant deferral / active EE | $2,726 | $8,428-67.7% | $8,070-66.2% | $6,688-59.2% |
| Admin fee / account holder | $20,873 | $15,044+38.7% | $12,998+60.6% | $13,397+55.8% |