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 | $6,124 | $159,602-96.2% | $150,045-95.9% | $142,382-95.7% |
| Participation rate | 11.1% | 84.0%-72.9pp | 82.3%-71.2pp | 80.1%-69.0pp |
| Annual return | 15.82% | 70.24%-54.4pp | 62.55%-46.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $8,478 | $4,961+70.9% | $4,693+80.6% | $4,299+97.2% |
| Participant deferral / active EE | $15,000 | $8,310+80.5% | $7,997+87.6% | $6,507+130.5% |
| Admin fee / account holder | $156,655 | $14,846+955.2% | $13,435+1066.0% | $12,624+1141.0% |