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 8-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 | $7,441 | $129,942-94.3% | $104,294-92.9% | $134,475-94.5% |
| Participation rate | 65.2% | 79.5%-14.3pp | 73.3%-8.0pp | 81.2%-16.0pp |
| Annual return | -19.09% | 42.03%-61.1pp | 24.61%-43.7pp | 417.96%-437.1pp |
| Employer contribution / active EE | $1,067 | $4,184-74.5% | $3,372-68.3% | $4,740-77.5% |
| Participant deferral / active EE | $2,603 | $5,588-53.4% | $4,625-43.7% | $6,400-59.3% |
| Admin fee / account holder | $313 | $9,323-96.6% | $7,339-95.7% | $11,426-97.3% |