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 5-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 | $19,417 | $217,402-91.1% | $185,823-89.6% | $167,490-88.4% |
| Participation rate | 42.9% | 86.0%-43.2pp | 81.7%-38.8pp | 82.1%-39.2pp |
| Annual return | 0.00% | 148.36%-148.4pp | 122.05%-122.1pp | 478.56%-478.6pp |
| Employer contribution / active EE | $3,304 | $5,873-43.7% | $5,167-36.1% | $4,837-31.7% |
| Participant deferral / active EE | $4,883 | $6,356-23.2% | $5,568-12.3% | $6,341-23.0% |
| Admin fee / account holder | $375 | $19,811-98.1% | $16,237-97.7% | $12,309-97.0% |