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 9-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 | $15,847 | $99,032-84.0% | $80,019-80.2% | $135,375-88.3% |
| Participation rate | 56.5% | 78.4%-21.8pp | 75.8%-19.3pp | 82.6%-26.1pp |
| Annual return | 108.33% | 15.39%+92.9pp | 11.22%+97.1pp | 519.73%-411.4pp |
| Employer contribution / active EE | $1,418 | $3,043-53.4% | $2,468-42.5% | $4,779-70.3% |
| Participant deferral / active EE | $1,585 | $4,282-63.0% | $3,686-57.0% | $5,609-71.7% |
| Admin fee / account holder | $631 | $10,436-94.0% | $6,521-90.3% | $10,827-94.2% |