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 | $5,655 | $77,634-92.7% | $156,549-96.4% | $62,891-91.0% |
| Participation rate | 26.9% | 71.2%-44.3pp | 84.0%-57.1pp | 69.3%-42.4pp |
| Annual return | 15.65% | 50.32%-34.7pp | 32.23%-16.6pp | 20.14%-4.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,091 | $3,045-64.2% | $4,871-77.6% | $3,203-65.9% |
| Admin fee / account holder | $306 | $5,561-94.5% | $13,027-97.6% | $4,296-92.9% |