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 | $3,920 | $95,193-95.9% | $76,523-94.9% | $135,375-97.1% |
| Participation rate | 62.5% | 74.4%-11.9pp | 68.0%-5.5pp | 82.6%-20.1pp |
| Annual return | -6.34% | 4.85%-11.2pp | -0.27%-6.1pp | 519.73%-526.1pp |
| Employer contribution / active EE | $655 | $3,302-80.2% | $2,647-75.2% | $4,779-86.3% |
| Participant deferral / active EE | $1,326 | $4,639-71.4% | $3,835-65.4% | $5,609-76.4% |
| Admin fee / account holder | $2,645 | $6,249-57.7% | $4,848-45.4% | $10,827-75.6% |