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 | $11,017 | $75,828-85.5% | $147,614-92.5% | $59,632-81.5% |
| Participation rate | 67.9% | 71.6%-3.6pp | 84.6%-16.7pp | 68.7%-0.7pp |
| Annual return | -1.61% | 0.37%-2.0pp | 61.98%-63.6pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $1,392 | $3,485-60.1% | $5,564-75.0% | $2,203-36.8% |
| Participant deferral / active EE | $2,326 | $3,130-25.7% | $4,895-52.5% | $3,192-27.1% |
| Admin fee / account holder | $542 | $5,985-91.0% | $11,611-95.3% | $4,297-87.4% |