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 | $14,986 | $202,318-92.6% | $172,739-91.3% | $152,861-90.2% |
| Participation rate | 42.9% | 87.1%-44.2pp | 82.6%-39.8pp | 82.4%-39.6pp |
| Annual return | 47.17% | 1029.65%-982.5pp | 802.84%-755.7pp | 345.32%-298.1pp |
| Employer contribution / active EE | $1,910 | $5,856-67.4% | $5,143-62.9% | $4,762-59.9% |
| Participant deferral / active EE | $6,428 | $5,948+8.1% | $5,198+23.7% | $5,850+9.9% |
| Admin fee / account holder | $4,527 | $17,109-73.5% | $13,954-67.6% | $11,596-61.0% |