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 | $13,979 | $138,044-89.9% | $125,339-88.8% | $134,475-89.6% |
| Participation rate | 55.6% | 84.5%-28.9pp | 82.4%-26.8pp | 81.2%-25.7pp |
| Annual return | -11.02% | 750.33%-761.3pp | 572.05%-583.1pp | 417.96%-429.0pp |
| Employer contribution / active EE | $1,464 | $5,243-72.1% | $4,814-69.6% | $4,740-69.1% |
| Participant deferral / active EE | $5,447 | $7,799-30.2% | $7,446-26.9% | $6,400-14.9% |
| Admin fee / account holder | $7,285 | $11,571-37.0% | $10,010-27.2% | $11,426-36.2% |