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 5-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 | $4,001 | $54,350-92.6% | $82,719-95.2% | $68,494-94.2% |
| Participation rate | 42.4% | 63.9%-21.5pp | 72.6%-30.2pp | 67.9%-25.5pp |
| Annual return | -12.38% | -13.67%+1.3pp | 701.18%-713.6pp | -7.84%-4.5pp |
| Employer contribution / active EE | $325 | $2,218-85.4% | $3,009-89.2% | $2,596-87.5% |
| Participant deferral / active EE | $933 | $3,246-71.3% | $4,395-78.8% | $4,027-76.8% |
| Admin fee / account holder | $1,215 | $4,395-72.4% | $5,329-77.2% | $5,403-77.5% |