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 10-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 | $4,806 | $183,519-97.4% | $155,509-96.9% | $145,922-96.7% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 16.42% | 61.17%-44.7pp | 64.67%-48.2pp | 561.29%-544.9pp |
| Employer contribution / active EE | $39,855 | $5,313+650.2% | $4,672+753.0% | $4,660+755.3% |
| Participant deferral / active EE | $21,551 | $6,462+233.5% | $5,626+283.0% | $6,688+222.2% |
| Admin fee / account holder | $2,774,974 | $19,313+14268.4% | $15,912+17339.5% | $13,397+20613.4% |