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 | $9,453 | $90,590-89.6% | $90,782-89.6% | $135,375-93.0% |
| Participation rate | 53.8% | 83.7%-29.9pp | 82.7%-28.8pp | 82.6%-28.8pp |
| Annual return | 18.31% | -3.40%+21.7pp | -3.42%+21.7pp | 519.73%-501.4pp |
| Employer contribution / active EE | $1,416 | $4,352-67.5% | $4,105-65.5% | $4,779-70.4% |
| Participant deferral / active EE | $2,145 | $5,407-60.3% | $5,366-60.0% | $5,609-61.8% |
| Admin fee / account holder | $16,882 | $7,683+119.7% | $5,908+185.8% | $10,827+55.9% |