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 5-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 | $8,175 | $106,890-92.4% | $84,015-90.3% | $152,861-94.7% |
| Participation rate | 13.6% | 75.2%-61.6pp | 69.0%-55.4pp | 82.4%-68.8pp |
| Annual return | 24.54% | 104.99%-80.5pp | 71.31%-46.8pp | 345.32%-320.8pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,094 | $4,011-47.8% | $3,239-35.3% | $5,850-64.2% |
| Admin fee / account holder | $558 | $8,285-93.3% | $6,101-90.8% | $11,596-95.2% |