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 7-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 | $6,501 | $48,230-86.5% | $67,502-90.4% | $80,856-92.0% |
| Participation rate | 48.1% | 66.4%-18.2pp | 72.9%-24.7pp | 67.6%-19.5pp |
| Annual return | 13.11% | 18.28%-5.2pp | 3512.12%-3499.0pp | 35.59%-22.5pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $963 | $2,924-67.1% | $4,000-75.9% | $4,296-77.6% |
| Admin fee / account holder | $751 | $3,681-79.6% | $3,998-81.2% | $6,918-89.1% |