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 | $7,572 | $49,173-84.6% | $121,098-93.7% | $75,163-89.9% |
| Participation rate | 30.1% | 55.4%-25.3pp | 69.5%-39.4pp | 67.2%-37.1pp |
| Annual return | 24.55% | 55.99%-31.4pp | 985.75%-961.2pp | 160.62%-136.1pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,607 | $2,628-38.9% | $4,080-60.6% | $4,125-61.1% |
| Admin fee / account holder | $1,475 | $3,942-62.6% | $5,644-73.9% | $5,651-73.9% |