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 7-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 | $20,486 | $202,318-89.9% | $172,739-88.1% | $152,861-86.6% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 25.82% | 1029.65%-1003.8pp | 802.84%-777.0pp | 345.32%-319.5pp |
| Employer contribution / active EE | $1,814 | $5,856-69.0% | $5,143-64.7% | $4,762-61.9% |
| Participant deferral / active EE | $5,582 | $5,948-6.2% | $5,198+7.4% | $5,850-4.6% |
| Admin fee / account holder | $2,171 | $17,109-87.3% | $13,954-84.4% | $11,596-81.3% |