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 | $6,428 | $135,635-95.3% | $110,238-94.2% | $135,375-95.3% |
| Participation rate | 33.3% | 83.5%-50.1pp | 79.8%-46.5pp | 82.6%-49.3pp |
| Annual return | -2.69% | 513.19%-515.9pp | 314.74%-317.4pp | 519.73%-522.4pp |
| Employer contribution / active EE | $1,328 | $4,906-72.9% | $3,826-65.3% | $4,779-72.2% |
| Participant deferral / active EE | $2,727 | $5,506-50.5% | $4,672-41.6% | $5,609-51.4% |
| Admin fee / account holder | $13,893 | $11,457+21.3% | $8,547+62.5% | $10,827+28.3% |