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 | $13,662 | $180,449-92.4% | $154,107-91.1% | $135,375-89.9% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -7.92% | 888.09%-896.0pp | 735.12%-743.0pp | 519.73%-527.7pp |
| Employer contribution / active EE | $1,964 | $6,035-67.5% | $5,298-62.9% | $4,779-58.9% |
| Participant deferral / active EE | $3,915 | $5,806-32.6% | $5,081-22.9% | $5,609-30.2% |
| Admin fee / account holder | $3,743 | $16,143-76.8% | $13,411-72.1% | $10,827-65.4% |