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 6-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 | $14,582 | $91,538-84.1% | $129,995-88.8% | $75,163-80.6% |
| Participation rate | 63.6% | 71.4%-7.8pp | 78.5%-14.8pp | 67.2%-3.6pp |
| Annual return | 21.54% | -631.11%+652.6pp | -137.18%+158.7pp | 160.62%-139.1pp |
| Employer contribution / active EE | $1,181 | $2,845-58.5% | $4,320-72.7% | $2,670-55.8% |
| Participant deferral / active EE | $2,274 | $4,341-47.6% | $5,820-60.9% | $4,125-44.9% |
| Admin fee / account holder | $966 | $6,790-85.8% | $10,614-90.9% | $5,651-82.9% |