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 7-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 | $15,791 | $176,056-91.0% | $159,436-90.1% | $167,490-90.6% |
| Participation rate | 53.3% | 84.9%-31.6pp | 82.8%-29.5pp | 82.1%-28.8pp |
| Annual return | 26.69% | 331.75%-305.1pp | 263.57%-236.9pp | 478.56%-451.9pp |
| Employer contribution / active EE | $1,053 | $5,297-80.1% | $4,829-78.2% | $4,837-78.2% |
| Participant deferral / active EE | $5,399 | $7,750-30.3% | $7,352-26.6% | $6,341-14.9% |
| Admin fee / account holder | $350 | $12,554-97.2% | $10,799-96.8% | $12,309-97.2% |