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 8-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 | $8,582 | $42,894-80.0% | $60,874-85.9% | $68,494-87.5% |
| Participation rate | 30.4% | 66.8%-36.4pp | 73.1%-42.7pp | 67.9%-37.5pp |
| Annual return | -18.18% | -13.98%-4.2pp | 16.90%-35.1pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,130 | $1,978-42.9% | $2,701-58.2% | $2,596-56.5% |
| Participant deferral / active EE | $1,738 | $2,867-39.4% | $3,817-54.5% | $4,027-56.8% |
| Admin fee / account holder | $11,477 | $3,101+270.1% | $3,224+256.0% | $5,403+112.4% |