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 6-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 | $11,534 | $69,010-83.3% | $159,960-92.8% | $68,494-83.2% |
| Participation rate | 45.0% | 65.4%-20.4pp | 78.0%-33.0pp | 67.9%-22.9pp |
| Annual return | -17.76% | -9.65%-8.1pp | 408.60%-426.4pp | -7.84%-9.9pp |
| Employer contribution / active EE | $1,286 | $2,213-41.9% | $4,226-69.6% | $2,596-50.5% |
| Participant deferral / active EE | $2,734 | $4,212-35.1% | $6,182-55.8% | $4,027-32.1% |
| Admin fee / account holder | $915 | $4,798-80.9% | $8,698-89.5% | $5,403-83.1% |