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 | $6,036 | $109,817-94.5% | $98,442-93.9% | $167,490-96.4% |
| Participation rate | 52.9% | 75.8%-22.9pp | 73.3%-20.4pp | 82.1%-29.2pp |
| Annual return | 20.89% | 1956.69%-1935.8pp | 1492.73%-1471.8pp | 478.56%-457.7pp |
| Employer contribution / active EE | $471 | $3,224-85.4% | $2,960-84.1% | $4,837-90.3% |
| Participant deferral / active EE | $2,019 | $4,673-56.8% | $4,276-52.8% | $6,341-68.2% |
| Admin fee / account holder | $2,757 | $6,753-59.2% | $5,949-53.7% | $12,309-77.6% |