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 | $9,892 | $98,750-90.0% | $149,696-93.4% | $79,858-87.6% |
| Participation rate | 48.4% | 75.8%-27.4pp | 82.5%-34.1pp | 69.6%-21.2pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.60%-276.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,658 | $3,216-48.5% | $4,644-64.3% | $2,471-32.9% |
| Participant deferral / active EE | $2,845 | $5,680-49.9% | $6,842-58.4% | $3,740-23.9% |
| Admin fee / account holder | $787 | $6,053-87.0% | $9,309-91.5% | $5,306-85.2% |