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 | $7,882 | $107,334-92.7% | $92,893-91.5% | $152,861-94.8% |
| Participation rate | 55.6% | 79.8%-24.2pp | 76.0%-20.4pp | 82.4%-26.9pp |
| Annual return | 0.00% | 145.58%-145.6pp | 109.41%-109.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,300 | $4,221-69.2% | $3,653-64.4% | $4,762-72.7% |
| Participant deferral / active EE | $1,856 | $4,845-61.7% | $4,236-56.2% | $5,850-68.3% |
| Admin fee / account holder | $1,041 | $7,079-85.3% | $5,794-82.0% | $11,596-91.0% |