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 | $3,112 | $99,918-96.9% | $81,382-96.2% | $145,922-97.9% |
| Participation rate | 56.3% | 74.2%-17.9pp | 69.5%-13.2pp | 80.3%-24.0pp |
| Annual return | 274.44% | 34.32%+240.1pp | 24.73%+249.7pp | 561.29%-286.8pp |
| Employer contribution / active EE | $2,205 | $2,978-26.0% | $2,463-10.5% | $4,660-52.7% |
| Participant deferral / active EE | $3,026 | $4,605-34.3% | $3,883-22.1% | $6,688-54.7% |
| Admin fee / account holder | $303 | $8,212-96.3% | $5,768-94.7% | $13,397-97.7% |