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 | $3,941 | $102,966-96.2% | $90,281-95.6% | $152,861-97.4% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.4%-32.4pp |
| Annual return | 23.25% | 95.16%-71.9pp | 78.10%-54.8pp | 345.32%-322.1pp |
| Employer contribution / active EE | $1,339 | $3,139-57.3% | $2,854-53.1% | $4,762-71.9% |
| Participant deferral / active EE | $1,339 | $4,281-68.7% | $3,885-65.5% | $5,850-77.1% |
| Admin fee / account holder | $7,284 | $6,171+18.0% | $5,351+36.1% | $11,596-37.2% |