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 9-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 | $11,347 | $57,976-80.4% | $62,995-82.0% | $62,292-81.8% |
| Participation rate | 42.8% | 75.9%-33.2pp | 74.8%-32.0pp | 69.5%-26.8pp |
| Annual return | 0.00% | 17.54%-17.5pp | 87.57%-87.6pp | 28.90%-28.9pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,759-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,025 | $2,956+2.3% | $3,329-9.1% | $3,169-4.5% |
| Admin fee / account holder | $963 | $276+249.2% | $3,600-73.3% | $479+100.9% |