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 | $5,637 | $99,020-94.3% | $86,590-93.5% | $147,584-96.2% |
| Participation rate | 35.0% | 76.3%-41.3pp | 73.5%-38.5pp | 82.8%-47.8pp |
| Annual return | 29.05% | 1312.34%-1283.3pp | 964.84%-935.8pp | 578.55%-549.5pp |
| Employer contribution / active EE | $549 | $3,132-82.5% | $2,839-80.7% | $4,876-88.7% |
| Participant deferral / active EE | $1,012 | $3,972-74.5% | $3,609-72.0% | $5,439-81.4% |
| Admin fee / account holder | $2,670 | $5,710-53.3% | $4,906-45.6% | $10,885-75.5% |