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 | $12,198 | $167,307-92.7% | $143,757-91.5% | $134,475-90.9% |
| Participation rate | 68.8% | 84.8%-16.1pp | 80.3%-11.6pp | 81.2%-12.5pp |
| Annual return | 0.06% | 0.46%-0.4pp | -0.04%+0.1pp | 417.96%-417.9pp |
| Employer contribution / active EE | $1,650 | $5,619-70.6% | $4,951-66.7% | $4,740-65.2% |
| Participant deferral / active EE | $0 | $6,446-100.0% | $5,637-100.0% | $6,400-100.0% |
| Admin fee / account holder | $3,732 | $18,088-79.4% | $14,673-74.6% | $11,426-67.3% |