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 | $15,314 | $127,777-88.0% | $106,548-85.6% | $167,490-90.9% |
| Participation rate | 21.1% | 78.3%-57.2pp | 76.1%-55.1pp | 82.1%-61.1pp |
| Annual return | 14.61% | 33.87%-19.3pp | 26.80%-12.2pp | 478.56%-464.0pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,440 | $5,087-71.7% | $4,398-67.3% | $6,341-77.3% |
| Admin fee / account holder | $15,784 | $11,228+40.6% | $7,407+113.1% | $12,309+28.2% |