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 7-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 | $7,651 | $89,355-91.4% | $141,162-94.6% | $72,985-89.5% |
| Participation rate | 54.5% | 75.1%-20.6pp | 82.5%-27.9pp | 69.5%-14.9pp |
| Annual return | 0.00% | 111.85%-111.8pp | 71.39%-71.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,810 | $3,114-41.9% | $4,735-61.8% | $2,440-25.8% |
| Participant deferral / active EE | $3,114 | $5,418-42.5% | $6,709-53.6% | $3,607-13.7% |
| Admin fee / account holder | $521 | $5,958-91.3% | $10,261-94.9% | $5,124-89.8% |