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 10-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 | $9,367 | $76,000-87.7% | $154,107-93.9% | $64,186-85.4% |
| Participation rate | 58.5% | 70.4%-11.9pp | 83.0%-24.5pp | 69.6%-11.0pp |
| Annual return | -5.23% | 30.32%-35.5pp | 735.12%-740.3pp | 7.63%-12.9pp |
| Employer contribution / active EE | $605 | $3,351-81.9% | $5,298-88.6% | $2,381-74.6% |
| Participant deferral / active EE | $1,310 | $3,175-58.7% | $5,081-74.2% | $3,470-62.2% |
| Admin fee / account holder | $6,312 | $5,596+12.8% | $13,411-52.9% | $4,888+29.1% |