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 | $3,431 | $88,594-96.1% | $70,092-95.1% | $134,475-97.4% |
| Participation rate | 56.5% | 74.9%-18.4pp | 70.5%-14.0pp | 81.2%-24.7pp |
| Annual return | -14.37% | 442.67%-457.0pp | 190.73%-205.1pp | 417.96%-432.3pp |
| Employer contribution / active EE | $437 | $3,233-86.5% | $2,559-82.9% | $4,740-90.8% |
| Participant deferral / active EE | $1,610 | $4,772-66.3% | $3,849-58.2% | $6,400-74.8% |
| Admin fee / account holder | $12,242 | $10,441+17.3% | $6,267+95.4% | $11,426+7.1% |