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 | $10,648 | $39,798-73.2% | $67,711-84.3% | $59,632-82.1% |
| Participation rate | 41.7% | 57.4%-15.7pp | 67.5%-25.9pp | 68.7%-27.0pp |
| Annual return | -2.58% | 89.94%-92.5pp | 25.41%-28.0pp | 2041.28%-2043.9pp |
| Employer contribution / active EE | $186 | $1,393-86.7% | $2,559-92.8% | $2,203-91.6% |
| Participant deferral / active EE | $2,896 | $2,335+24.0% | $3,585-19.2% | $3,192-9.3% |
| Admin fee / account holder | $2,350 | $3,212-26.8% | $4,255-44.8% | $4,297-45.3% |