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 | $5,235 | $53,162-90.2% | $91,220-94.3% | $68,494-92.4% |
| Participation rate | 58.7% | 63.2%-4.5pp | 73.2%-14.5pp | 67.9%-9.2pp |
| Annual return | 34.45% | -3.14%+37.6pp | 114.01%-79.6pp | -7.84%+42.3pp |
| Employer contribution / active EE | $1,257 | $1,709-26.4% | $2,850-55.9% | $2,596-51.6% |
| Participant deferral / active EE | $1,582 | $2,974-46.8% | $4,234-62.6% | $4,027-60.7% |
| Admin fee / account holder | $595 | $4,493-86.8% | $5,420-89.0% | $5,403-89.0% |