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 4-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 | $3,784 | $73,867-94.9% | $143,757-97.4% | $68,494-94.5% |
| Participation rate | 67.9% | 66.7%+1.2pp | 80.3%-12.4pp | 67.9%0pp |
| Annual return | 0.00% | 1.01%-1.0pp | -0.04%0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,280 | $3,184-59.8% | $4,951-74.1% | $2,596-50.7% |
| Participant deferral / active EE | $1,649 | $3,384-51.3% | $5,637-70.7% | $4,027-59.0% |
| Admin fee / account holder | $517 | $5,755-91.0% | $14,673-96.5% | $5,403-90.4% |