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 | $4,487 | $49,177-90.9% | $79,464-94.4% | $64,186-93.0% |
| Participation rate | 51.4% | 65.0%-13.7pp | 73.3%-22.0pp | 69.6%-18.2pp |
| Annual return | 0.00% | -1.16%+1.2pp | 718.14%-718.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $450 | $2,076-78.3% | $2,800-83.9% | $2,381-81.1% |
| Participant deferral / active EE | $1,369 | $2,821-51.5% | $3,704-63.0% | $3,470-60.5% |
| Admin fee / account holder | $1,300 | $3,839-66.1% | $5,113-74.6% | $4,888-73.4% |