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 10-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 | $682 | $131,829-99.5% | $108,579-99.4% | $273,961-99.8% |
| Participation rate | 0.0% | 83.5%-83.5pp | 79.6%-79.6pp | 83.0%-83.0pp |
| Annual return | 4.98% | -91.57%+96.6pp | -51.70%+56.7pp | 41.45%-36.5pp |
| Employer contribution / active EE | $0 | $4,912-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,742 | $5,127-66.0% | $4,311-59.6% | $5,287-67.1% |
| Admin fee / account holder | $12,252 | $10,252+19.5% | $7,645+60.3% | $10,132+20.9% |