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 | $9,461 | $138,065-93.1% | $123,544-92.3% | $135,375-93.0% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -3.08% | 153.68%-156.8pp | 119.20%-122.3pp | 519.73%-522.8pp |
| Employer contribution / active EE | $2,632 | $5,151-48.9% | $4,628-43.1% | $4,779-44.9% |
| Participant deferral / active EE | $2,996 | $6,799-55.9% | $6,426-53.4% | $5,609-46.6% |
| Admin fee / account holder | $7,739 | $10,916-29.1% | $9,284-16.6% | $10,827-28.5% |