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 | $16,898 | $150,440-88.8% | $136,294-87.6% | $147,584-88.6% |
| Participation rate | 61.9% | 84.4%-22.5pp | 81.9%-20.0pp | 82.8%-20.9pp |
| Annual return | 21.69% | 1049.08%-1027.4pp | 5155.94%-5134.2pp | 578.55%-556.9pp |
| Employer contribution / active EE | $2,605 | $5,256-50.4% | $4,695-44.5% | $4,876-46.6% |
| Participant deferral / active EE | $2,605 | $6,630-60.7% | $6,247-58.3% | $5,439-52.1% |
| Admin fee / account holder | $864 | $10,905-92.1% | $9,243-90.7% | $10,885-92.1% |