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 7-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 | $9,975 | $133,958-92.6% | $112,228-91.1% | $134,475-92.6% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -20.45% | 47.11%-67.6pp | 27.45%-47.9pp | 417.96%-438.4pp |
| Employer contribution / active EE | $942 | $4,038-76.7% | $3,635-74.1% | $4,740-80.1% |
| Participant deferral / active EE | $1,559 | $5,291-70.5% | $4,728-67.0% | $6,400-75.6% |
| Admin fee / account holder | $2,236 | $7,489-70.1% | $6,410-65.1% | $11,426-80.4% |