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 8-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 | $13,966 | $138,044-89.9% | $125,339-88.9% | $134,475-89.6% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.0pp | 81.2%-47.9pp |
| Annual return | -15.75% | 750.33%-766.1pp | 572.05%-587.8pp | 417.96%-433.7pp |
| Employer contribution / active EE | $3,300 | $5,243-37.1% | $4,814-31.4% | $4,740-30.4% |
| Participant deferral / active EE | $3,300 | $7,799-57.7% | $7,446-55.7% | $6,400-48.4% |
| Admin fee / account holder | $37,460 | $11,571+223.7% | $10,010+274.2% | $11,426+227.9% |