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 | $23,773 | $183,963-87.1% | $162,163-85.3% | $152,861-84.4% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.4%-15.8pp |
| Annual return | 38.14% | 150.76%-112.6pp | 115.59%-77.5pp | 345.32%-307.2pp |
| Employer contribution / active EE | $2,633 | $6,371-58.7% | $5,614-53.1% | $4,762-44.7% |
| Participant deferral / active EE | $6,113 | $8,034-23.9% | $7,298-16.2% | $5,850+4.5% |
| Admin fee / account holder | $1,265 | $13,121-90.4% | $10,843-88.3% | $11,596-89.1% |