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 9-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 | $10,931 | $97,757-88.8% | $83,848-87.0% | $135,375-91.9% |
| Participation rate | 23.1% | 80.0%-56.9pp | 76.1%-53.1pp | 82.6%-59.6pp |
| Annual return | 7.25% | 1287.37%-1280.1pp | 850.88%-843.6pp | 519.73%-512.5pp |
| Employer contribution / active EE | $1,328 | $4,222-68.5% | $3,631-63.4% | $4,779-72.2% |
| Participant deferral / active EE | $1,516 | $4,682-67.6% | $4,082-62.9% | $5,609-73.0% |
| Admin fee / account holder | $27,693 | $6,674+315.0% | $5,478+405.5% | $10,827+155.8% |