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 3-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 | $13,758 | $210,648-93.5% | $177,989-92.3% | $145,922-90.6% |
| Participation rate | 64.3% | 80.8%-16.5pp | 77.1%-12.8pp | 80.3%-16.0pp |
| Annual return | 13.66% | 385.86%-372.2pp | 294.48%-280.8pp | 561.29%-547.6pp |
| Employer contribution / active EE | $2,083 | $4,565-54.4% | $3,949-47.2% | $4,660-55.3% |
| Participant deferral / active EE | $4,965 | $6,958-28.6% | $6,276-20.9% | $6,688-25.8% |
| Admin fee / account holder | $2,163 | $12,013-82.0% | $10,363-79.1% | $13,397-83.9% |