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 | $18,770 | $202,318-90.7% | $172,739-89.1% | $152,861-87.7% |
| Participation rate | 57.9% | 87.1%-29.2pp | 82.6%-24.8pp | 82.4%-24.6pp |
| Annual return | 0.00% | 1029.65%-1029.7pp | 802.84%-802.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $3,171 | $5,856-45.9% | $5,143-38.3% | $4,762-33.4% |
| Participant deferral / active EE | $8,662 | $5,948+45.6% | $5,198+66.7% | $5,850+48.1% |
| Admin fee / account holder | $1,170 | $17,109-93.2% | $13,954-91.6% | $11,596-89.9% |