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 | $7,189 | $117,841-93.9% | $102,423-93.0% | $145,922-95.1% |
| Participation rate | 57.1% | 78.6%-21.4pp | 76.5%-19.3pp | 80.3%-23.1pp |
| Annual return | 172.11% | 31.65%+140.5pp | 29.32%+142.8pp | 561.29%-389.2pp |
| Employer contribution / active EE | $2,743 | $3,615-24.1% | $3,023-9.3% | $4,660-41.1% |
| Participant deferral / active EE | $2,089 | $5,731-63.6% | $5,053-58.7% | $6,688-68.8% |
| Admin fee / account holder | $732 | $13,326-94.5% | $9,451-92.3% | $13,397-94.5% |