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 | $8,641 | $79,449-89.1% | $189,557-95.4% | $85,850-89.9% |
| Participation rate | 45.5% | 66.0%-20.5pp | 78.4%-33.0pp | 69.3%-23.9pp |
| Annual return | 27.34% | 18.45%+8.9pp | 64.17%-36.8pp | 318.53%-291.2pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,959 | $4,051-51.6% | $6,174-68.3% | $3,952-50.4% |
| Admin fee / account holder | $501 | $5,377-90.7% | $9,807-94.9% | $6,260-92.0% |