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 | $12,300 | $70,587-82.6% | $124,672-90.1% | $85,850-85.7% |
| Participation rate | 60.3% | 64.4%-4.1pp | 74.6%-14.3pp | 69.3%-9.0pp |
| Annual return | 15.19% | 20688.83%-20673.6pp | 5142.93%-5127.7pp | 318.53%-303.3pp |
| Employer contribution / active EE | $1,118 | $1,913-41.6% | $3,324-66.4% | $2,565-56.4% |
| Participant deferral / active EE | $1,595 | $2,969-46.3% | $4,614-65.4% | $3,952-59.6% |
| Admin fee / account holder | $1,805 | $5,282-65.8% | $7,493-75.9% | $6,260-71.2% |