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 | $7,464 | $99,020-92.5% | $86,590-91.4% | $147,584-94.9% |
| Participation rate | 45.5% | 76.3%-30.9pp | 73.5%-28.1pp | 82.8%-37.4pp |
| Annual return | 205.05% | 1312.34%-1107.3pp | 964.84%-759.8pp | 578.55%-373.5pp |
| Employer contribution / active EE | $1,166 | $3,132-62.8% | $2,839-58.9% | $4,876-76.1% |
| Participant deferral / active EE | $1,987 | $3,972-50.0% | $3,609-44.9% | $5,439-63.5% |
| Admin fee / account holder | $749 | $5,710-86.9% | $4,906-84.7% | $10,885-93.1% |