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 | $16,063 | $226,064-92.9% | $182,532-91.2% | $152,861-89.5% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.0%-28.0pp | 82.4%-32.4pp |
| Annual return | 16.41% | 192.51%-176.1pp | 148.54%-132.1pp | 345.32%-328.9pp |
| Employer contribution / active EE | $1,952 | $4,978-60.8% | $4,076-52.1% | $4,762-59.0% |
| Participant deferral / active EE | $2,435 | $6,368-61.8% | $5,524-55.9% | $5,850-58.4% |
| Admin fee / account holder | $10,706 | $10,7030% | $8,592+24.6% | $11,596-7.7% |