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 8-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 | $23,164 | $104,475-77.8% | $159,436-85.5% | $79,386-70.8% |
| Participation rate | 46.7% | 76.6%-29.9pp | 82.8%-36.1pp | 70.7%-24.0pp |
| Annual return | 102.22% | 67.95%+34.3pp | 263.57%-161.4pp | 116.85%-14.6pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $3,983 | $6,467-38.4% | $7,352-45.8% | $4,046-1.6% |
| Admin fee / account holder | $1,628 | $711+128.9% | $10,799-84.9% | $626+159.9% |