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 5-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 | $12,129 | $175,202-93.1% | $149,673-91.9% | $139,434-91.3% |
| Participation rate | 56.5% | 83.4%-26.9pp | 78.8%-22.2pp | 80.3%-23.8pp |
| Annual return | 73.77% | 166.71%-92.9pp | 134.42%-60.6pp | 372.94%-299.2pp |
| Employer contribution / active EE | $0 | $5,474-100.0% | $4,818-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,975 | $6,519-69.7% | $5,680-65.2% | $6,710-70.6% |
| Admin fee / account holder | $1,022 | $16,150-93.7% | $13,210-92.3% | $11,403-91.0% |