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 | $9,528 | $76,000-87.5% | $154,107-93.8% | $64,186-85.2% |
| Participation rate | 22.9% | 70.4%-47.6pp | 83.0%-60.2pp | 69.6%-46.7pp |
| Annual return | -4.95% | 30.32%-35.3pp | 735.12%-740.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $497 | $3,351-85.2% | $5,298-90.6% | $2,381-79.1% |
| Participant deferral / active EE | $1,036 | $3,175-67.4% | $5,081-79.6% | $3,470-70.2% |
| Admin fee / account holder | $1,594 | $5,596-71.5% | $13,411-88.1% | $4,888-67.4% |