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 10-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 | $22,171 | $150,440-85.3% | $136,294-83.7% | $147,584-85.0% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 99.36% | 1049.08%-949.7pp | 5155.94%-5056.6pp | 578.55%-479.2pp |
| Employer contribution / active EE | $1,369 | $5,256-74.0% | $4,695-70.9% | $4,876-71.9% |
| Participant deferral / active EE | $3,003 | $6,630-54.7% | $6,247-51.9% | $5,439-44.8% |
| Admin fee / account holder | $1,534 | $10,905-85.9% | $9,243-83.4% | $10,885-85.9% |