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 | $9,079 | $54,350-83.3% | $82,719-89.0% | $68,494-86.7% |
| Participation rate | 29.5% | 63.9%-34.4pp | 72.6%-43.0pp | 67.9%-38.4pp |
| Annual return | -18.04% | -13.67%-4.4pp | 701.18%-719.2pp | -7.84%-10.2pp |
| Employer contribution / active EE | $697 | $2,218-68.6% | $3,009-76.8% | $2,596-73.2% |
| Participant deferral / active EE | $1,126 | $3,246-65.3% | $4,395-74.4% | $4,027-72.0% |
| Admin fee / account holder | $988 | $4,395-77.5% | $5,329-81.5% | $5,403-81.7% |