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 | $28,673 | $160,055-82.1% | $140,016-79.5% | $135,375-78.8% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -2.93% | 911.38%-914.3pp | 651.12%-654.0pp | 519.73%-522.7pp |
| Employer contribution / active EE | $1,574 | $6,420-75.5% | $5,606-71.9% | $4,779-67.1% |
| Participant deferral / active EE | $3,845 | $7,642-49.7% | $6,927-44.5% | $5,609-31.5% |
| Admin fee / account holder | $39,846 | $13,328+199.0% | $10,705+272.2% | $10,827+268.0% |