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 8-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 | $21,266 | $165,335-87.1% | $149,696-85.8% | $158,922-86.6% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 37.73% | 348.15%-310.4pp | 276.60%-238.9pp | 302.83%-265.1pp |
| Employer contribution / active EE | $2,414 | $5,103-52.7% | $4,644-48.0% | $4,761-49.3% |
| Participant deferral / active EE | $5,955 | $7,181-17.1% | $6,842-13.0% | $5,982-0.5% |
| Admin fee / account holder | $3,153 | $10,807-70.8% | $9,309-66.1% | $11,246-72.0% |