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 | $23,964 | $91,538-73.8% | $129,995-81.6% | $75,163-68.1% |
| Participation rate | 50.0% | 71.4%-21.4pp | 78.5%-28.5pp | 67.2%-17.2pp |
| Annual return | 29.14% | -631.11%+660.3pp | -137.18%+166.3pp | 160.62%-131.5pp |
| Employer contribution / active EE | $1,091 | $2,845-61.7% | $4,320-74.8% | $2,670-59.2% |
| Participant deferral / active EE | $2,406 | $4,341-44.6% | $5,820-58.7% | $4,125-41.7% |
| Admin fee / account holder | $3,074 | $6,790-54.7% | $10,614-71.0% | $5,651-45.6% |