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 | $18,533 | $138,065-86.6% | $123,544-85.0% | $135,375-86.3% |
| Participation rate | 41.2% | 84.7%-43.6pp | 82.3%-41.1pp | 82.6%-41.5pp |
| Annual return | -6.92% | 153.68%-160.6pp | 119.20%-126.1pp | 519.73%-526.7pp |
| Employer contribution / active EE | $0 | $5,151-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,517 | $6,799-33.6% | $6,426-29.7% | $5,609-19.5% |
| Admin fee / account holder | $11,810 | $10,916+8.2% | $9,284+27.2% | $10,827+9.1% |