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 8-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 | $9,032 | $99,640-90.9% | $86,436-89.6% | $134,475-93.3% |
| Participation rate | 59.1% | 82.0%-23.0pp | 80.3%-21.2pp | 81.2%-22.1pp |
| Annual return | -20.21% | 6782.58%-6802.8pp | 4394.89%-4415.1pp | 417.96%-438.2pp |
| Employer contribution / active EE | $1,807 | $4,400-58.9% | $3,769-52.1% | $4,740-61.9% |
| Participant deferral / active EE | $2,292 | $7,246-68.4% | $6,952-67.0% | $6,400-64.2% |
| Admin fee / account holder | $489 | $8,371-94.2% | $6,731-92.7% | $11,426-95.7% |