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 | $5,503 | $73,867-92.5% | $143,757-96.2% | $68,494-92.0% |
| Participation rate | 42.3% | 66.7%-24.3pp | 80.3%-38.0pp | 67.9%-25.6pp |
| Annual return | -19.29% | 1.01%-20.3pp | -0.04%-19.3pp | -7.84%-11.4pp |
| Employer contribution / active EE | $1,044 | $3,184-67.2% | $4,951-78.9% | $2,596-59.8% |
| Participant deferral / active EE | $1,365 | $3,384-59.7% | $5,637-75.8% | $4,027-66.1% |
| Admin fee / account holder | $2,212 | $5,755-61.6% | $14,673-84.9% | $5,403-59.1% |