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 | $11,844 | $83,902-85.9% | $167,512-92.9% | $84,808-86.0% |
| Participation rate | 69.6% | 66.5%+3.1pp | 77.1%-7.5pp | 68.3%+1.3pp |
| Annual return | 23.22% | 91.55%-68.3pp | 1615.79%-1592.6pp | 40.90%-17.7pp |
| Employer contribution / active EE | $1,157 | $2,264-48.9% | $3,882-70.2% | $2,631-56.0% |
| Participant deferral / active EE | $1,529 | $4,442-65.6% | $6,405-76.1% | $4,212-63.7% |
| Admin fee / account holder | $8,194 | $7,915+3.5% | $9,769-16.1% | $7,344+11.6% |