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 10-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 | $16,449 | $150,440-89.1% | $136,294-87.9% | $147,584-88.9% |
| Participation rate | 63.6% | 84.4%-20.8pp | 81.9%-18.3pp | 82.8%-19.2pp |
| Annual return | 11.07% | 1049.08%-1038.0pp | 5155.94%-5144.9pp | 578.55%-567.5pp |
| Employer contribution / active EE | $1,694 | $5,256-67.8% | $4,695-63.9% | $4,876-65.3% |
| Participant deferral / active EE | $2,559 | $6,630-61.4% | $6,247-59.0% | $5,439-52.9% |
| Admin fee / account holder | $8,778 | $10,905-19.5% | $9,243-5.0% | $10,885-19.4% |