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 | $6,805 | $86,286-92.1% | $111,297-93.9% | $85,850-92.1% |
| Participation rate | 56.9% | 73.3%-16.5pp | 77.3%-20.4pp | 69.3%-12.5pp |
| Annual return | 0.00% | 19.99%-20.0pp | 54.65%-54.7pp | 318.53%-318.5pp |
| Employer contribution / active EE | $1,357 | $2,043-33.6% | $2,731-50.3% | $2,565-47.1% |
| Participant deferral / active EE | $3,379 | $3,641-7.2% | $4,487-24.7% | $3,952-14.5% |
| Admin fee / account holder | $371 | $8,188-95.5% | $7,964-95.3% | $6,260-94.1% |