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 | $14,792 | $138,065-89.3% | $123,544-88.0% | $135,375-89.1% |
| Participation rate | 68.8% | 84.7%-16.0pp | 82.3%-13.5pp | 82.6%-13.9pp |
| Annual return | -7.66% | 153.68%-161.3pp | 119.20%-126.9pp | 519.73%-527.4pp |
| Employer contribution / active EE | $1,566 | $5,151-69.6% | $4,628-66.2% | $4,779-67.2% |
| Participant deferral / active EE | $3,330 | $6,799-51.0% | $6,426-48.2% | $5,609-40.6% |
| Admin fee / account holder | $1,323 | $10,916-87.9% | $9,284-85.7% | $10,827-87.8% |