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 | $7,299 | $57,281-87.3% | $86,612-91.6% | $75,163-90.3% |
| Participation rate | 32.3% | 63.2%-30.9pp | 71.7%-39.4pp | 67.2%-34.9pp |
| Annual return | 173.49% | 2670.75%-2497.3pp | 591.07%-417.6pp | 160.62%+12.9pp |
| Employer contribution / active EE | $485 | $2,314-79.0% | $3,022-83.9% | $2,670-81.8% |
| Participant deferral / active EE | $1,149 | $3,318-65.4% | $4,438-74.1% | $4,125-72.1% |
| Admin fee / account holder | $455 | $4,112-88.9% | $5,614-91.9% | $5,651-91.9% |