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 | $25,611 | $80,724-68.3% | $103,333-75.2% | $74,495-65.6% |
| Participation rate | 37.1% | 65.7%-28.6pp | 74.5%-37.5pp | 67.2%-30.1pp |
| Annual return | 80.34% | 27.56%+52.8pp | 24.88%+55.5pp | 1364.94%-1284.6pp |
| Employer contribution / active EE | $1,043 | $3,157-67.0% | $3,868-73.0% | $2,623-60.2% |
| Participant deferral / active EE | $1,717 | $3,860-55.5% | $5,057-66.0% | $4,346-60.5% |
| Admin fee / account holder | $2,393 | $2,368+1.1% | $8,355-71.4% | $1,942+23.3% |