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 | $15,654 | $91,538-82.9% | $129,995-88.0% | $75,163-79.2% |
| Participation rate | 67.3% | 71.4%-4.1pp | 78.5%-11.2pp | 67.2%+0.1pp |
| Annual return | 25.20% | -631.11%+656.3pp | -137.18%+162.4pp | 160.62%-135.4pp |
| Employer contribution / active EE | $1,426 | $2,845-49.9% | $4,320-67.0% | $2,670-46.6% |
| Participant deferral / active EE | $2,933 | $4,341-32.4% | $5,820-49.6% | $4,125-28.9% |
| Admin fee / account holder | $1,517 | $6,790-77.7% | $10,614-85.7% | $5,651-73.2% |