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 6-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 | $7,053 | $104,907-93.3% | $84,611-91.7% | $152,861-95.4% |
| Participation rate | 31.3% | 74.8%-43.6pp | 68.2%-37.0pp | 82.4%-51.2pp |
| Annual return | 0.00% | 373.79%-373.8pp | 258.74%-258.7pp | 345.32%-345.3pp |
| Employer contribution / active EE | $393 | $3,302-88.1% | $2,652-85.2% | $4,762-91.7% |
| Participant deferral / active EE | $2,376 | $4,688-49.3% | $3,899-39.1% | $5,850-59.4% |
| Admin fee / account holder | $2,479 | $6,241-60.3% | $4,912-49.5% | $11,596-78.6% |