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 | $20,211 | $180,449-88.8% | $154,107-86.9% | $135,375-85.1% |
| Participation rate | 44.4% | 87.4%-43.0pp | 83.0%-38.6pp | 82.6%-38.2pp |
| Annual return | -8.15% | 888.09%-896.2pp | 735.12%-743.3pp | 519.73%-527.9pp |
| Employer contribution / active EE | $1,292 | $6,035-78.6% | $5,298-75.6% | $4,779-73.0% |
| Participant deferral / active EE | $2,874 | $5,806-50.5% | $5,081-43.4% | $5,609-48.8% |
| Admin fee / account holder | $451 | $16,143-97.2% | $13,411-96.6% | $10,827-95.8% |