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 5-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 | $3,958 | $127,264-96.9% | $109,895-96.4% | $167,490-97.6% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.2%-34.2pp | 82.1%-42.1pp |
| Annual return | 0.00% | 22.97%-23.0pp | 29.45%-29.5pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,132 | $3,322-65.9% | $2,842-60.2% | $4,837-76.6% |
| Participant deferral / active EE | $1,282 | $4,514-71.6% | $4,048-68.3% | $6,341-79.8% |
| Admin fee / account holder | $1,069 | $7,114-85.0% | $6,066-82.4% | $12,309-91.3% |