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 6-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 | $8,699 | $70,587-87.7% | $124,672-93.0% | $85,850-89.9% |
| Participation rate | 66.1% | 64.4%+1.7pp | 74.6%-8.5pp | 69.3%-3.2pp |
| Annual return | 17.52% | 20688.83%-20671.3pp | 5142.93%-5125.4pp | 318.53%-301.0pp |
| Employer contribution / active EE | $1,006 | $1,913-47.4% | $3,324-69.7% | $2,565-60.8% |
| Participant deferral / active EE | $1,685 | $2,969-43.2% | $4,614-63.5% | $3,952-57.4% |
| Admin fee / account holder | $789 | $5,282-85.1% | $7,493-89.5% | $6,260-87.4% |