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 | $18,247 | $56,199-67.5% | $67,652-73.0% | $59,632-69.4% |
| Participation rate | 65.6% | 71.5%-5.8pp | 75.7%-10.0pp | 68.7%-3.0pp |
| Annual return | -1.98% | 18505.31%-18507.3pp | 6625.04%-6627.0pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,325 | $2,844-53.4% | $3,560-62.8% | $3,192-58.5% |
| Admin fee / account holder | $954 | $3,958-75.9% | $4,821-80.2% | $4,297-77.8% |