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 4-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 | $13,754 | $93,571-85.3% | $135,903-89.9% | $75,163-81.7% |
| Participation rate | 68.6% | 75.2%-6.6pp | 81.9%-13.3pp | 67.2%+1.4pp |
| Annual return | 459.21% | 30.90%+428.3pp | 68.23%+391.0pp | 160.62%+298.6pp |
| Employer contribution / active EE | $2,274 | $3,537-35.7% | $4,856-53.2% | $2,670-14.8% |
| Participant deferral / active EE | $4,407 | $6,404-31.2% | $7,758-43.2% | $4,125+6.8% |
| Admin fee / account holder | $1,102 | $6,975-84.2% | $10,762-89.8% | $5,651-80.5% |