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 | $6,549 | $152,509-95.7% | $117,472-94.4% | $134,475-95.1% |
| Participation rate | 23.8% | 77.1%-53.3pp | 70.6%-46.8pp | 81.2%-57.4pp |
| Annual return | -15.59% | 52.99%-68.6pp | 29.74%-45.3pp | 417.96%-433.6pp |
| Employer contribution / active EE | $0 | $5,571-100.0% | $4,176-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,315 | $4,818-72.7% | $4,070-67.7% | $6,400-79.5% |
| Admin fee / account holder | $22,777 | $7,004+225.2% | $5,645+303.5% | $11,426+99.3% |