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 | $12,729 | $55,415-77.0% | $155,509-91.8% | $74,495-82.9% |
| Participation rate | 17.4% | 61.9%-44.5pp | 78.2%-60.8pp | 67.2%-49.8pp |
| Annual return | 85.28% | 268.50%-183.2pp | 64.67%+20.6pp | 1364.94%-1279.7pp |
| Employer contribution / active EE | $371 | $2,267-83.6% | $4,672-92.1% | $2,623-85.9% |
| Participant deferral / active EE | $1,110 | $2,836-60.9% | $5,626-80.3% | $4,346-74.5% |
| Admin fee / account holder | $1,776 | $1,738+2.2% | $15,912-88.8% | $1,942-8.5% |