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 | $10,144 | $159,901-93.7% | $146,958-93.1% | $145,922-93.0% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 19.34% | 98.13%-78.8pp | 418.34%-399.0pp | 561.29%-541.9pp |
| Employer contribution / active EE | $4,512 | $5,286-14.6% | $4,933-8.5% | $4,660-3.2% |
| Participant deferral / active EE | $9,131 | $8,428+8.3% | $8,070+13.1% | $6,688+36.5% |
| Admin fee / account holder | $13,395 | $15,044-11.0% | $12,998+3.1% | $13,3970% |