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 7-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 | $1,691 | $100,852-98.3% | $90,404-98.1% | $158,922-98.9% |
| Participation rate | 69.2% | 75.0%-5.8pp | 72.7%-3.5pp | 82.0%-12.7pp |
| Annual return | 25.58% | 1724.20%-1698.6pp | 1293.02%-1267.4pp | 302.83%-277.2pp |
| Employer contribution / active EE | $204 | $3,689-94.5% | $3,262-93.8% | $4,761-95.7% |
| Participant deferral / active EE | $1,025 | $4,348-76.4% | $3,963-74.1% | $5,982-82.9% |
| Admin fee / account holder | $355 | $6,501-94.5% | $5,611-93.7% | $11,246-96.8% |