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 9-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 | $6,522 | $95,193-93.1% | $76,523-91.5% | $135,375-95.2% |
| Participation rate | 60.0% | 74.4%-14.4pp | 68.0%-8.0pp | 82.6%-22.6pp |
| Annual return | -8.84% | 4.85%-13.7pp | -0.27%-8.6pp | 519.73%-528.6pp |
| Employer contribution / active EE | $883 | $3,302-73.3% | $2,647-66.6% | $4,779-81.5% |
| Participant deferral / active EE | $1,572 | $4,639-66.1% | $3,835-59.0% | $5,609-72.0% |
| Admin fee / account holder | $868 | $6,249-86.1% | $4,848-82.1% | $10,827-92.0% |