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 | $9,825 | $95,971-89.8% | $74,550-86.8% | $135,375-92.7% |
| Participation rate | 38.5% | 75.7%-37.2pp | 69.1%-30.7pp | 82.6%-44.2pp |
| Annual return | -0.40% | 56.96%-57.4pp | 32.53%-32.9pp | 519.73%-520.1pp |
| Employer contribution / active EE | $749 | $2,716-72.4% | $1,961-61.8% | $4,779-84.3% |
| Participant deferral / active EE | $847 | $3,843-78.0% | $3,108-72.8% | $5,609-84.9% |
| Admin fee / account holder | $1,496 | $6,522-77.1% | $5,060-70.4% | $10,827-86.2% |