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 | $10,705 | $100,754-89.4% | $86,677-87.6% | $134,475-92.0% |
| Participation rate | 63.6% | 78.9%-15.3pp | 76.6%-12.9pp | 81.2%-17.6pp |
| Annual return | -19.30% | 29.04%-48.3pp | 35.91%-55.2pp | 417.96%-437.3pp |
| Employer contribution / active EE | $1,104 | $3,489-68.4% | $2,836-61.1% | $4,740-76.7% |
| Participant deferral / active EE | $1,839 | $5,338-65.5% | $4,656-60.5% | $6,400-71.3% |
| Admin fee / account holder | $1,057 | $10,926-90.3% | $7,493-85.9% | $11,426-90.8% |