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 7-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 | $6,176 | $103,376-94.0% | $87,100-92.9% | $152,861-96.0% |
| Participation rate | 52.4% | 79.3%-27.0pp | 76.9%-24.5pp | 82.4%-30.1pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,649 | $3,220-48.8% | $2,521-34.6% | $4,762-65.4% |
| Participant deferral / active EE | $3,947 | $4,778-17.4% | $4,049-2.5% | $5,850-32.5% |
| Admin fee / account holder | $1,670 | $12,205-86.3% | $7,497-77.7% | $11,596-85.6% |