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 8-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 | $17,038 | $226,064-92.5% | $182,532-90.7% | $152,861-88.9% |
| Participation rate | 52.9% | 82.5%-29.5pp | 78.0%-25.0pp | 82.4%-29.5pp |
| Annual return | 59.00% | 192.51%-133.5pp | 148.54%-89.5pp | 345.32%-286.3pp |
| Employer contribution / active EE | $2,001 | $4,978-59.8% | $4,076-50.9% | $4,762-58.0% |
| Participant deferral / active EE | $3,451 | $6,368-45.8% | $5,524-37.5% | $5,850-41.0% |
| Admin fee / account holder | $1,099 | $10,703-89.7% | $8,592-87.2% | $11,596-90.5% |