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 | $1,734 | $96,305-98.2% | $80,569-97.8% | $139,434-98.8% |
| Participation rate | 68.8% | 73.6%-4.9pp | 67.0%+1.8pp | 80.3%-11.6pp |
| Annual return | 17.83% | 1350.08%-1332.3pp | 935.43%-917.6pp | 372.94%-355.1pp |
| Employer contribution / active EE | $432 | $3,262-86.8% | $2,723-84.1% | $4,751-90.9% |
| Participant deferral / active EE | $882 | $5,232-83.1% | $4,447-80.2% | $6,710-86.9% |
| Admin fee / account holder | $620 | $6,599-90.6% | $5,377-88.5% | $11,403-94.6% |