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 3-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 | $5,204 | $53,516-90.3% | $126,539-95.9% | $84,808-93.9% |
| Participation rate | 35.5% | 58.2%-22.8pp | 69.8%-34.3pp | 68.3%-32.8pp |
| Annual return | 23.32% | 58.34%-35.0pp | 425.95%-402.6pp | 40.90%-17.6pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,046 | $2,671-60.8% | $4,083-74.4% | $4,212-75.2% |
| Admin fee / account holder | $962 | $4,497-78.6% | $6,065-84.1% | $7,344-86.9% |