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 | $6,434 | $81,632-92.1% | $70,449-90.9% | $158,922-96.0% |
| Participation rate | 12.5% | 77.7%-65.2pp | 75.1%-62.6pp | 82.0%-69.5pp |
| Annual return | 0.00% | 208.40%-208.4pp | 109.03%-109.0pp | 302.83%-302.8pp |
| Employer contribution / active EE | $638 | $3,217-80.2% | $2,737-76.7% | $4,761-86.6% |
| Participant deferral / active EE | $1,168 | $4,554-74.4% | $3,709-68.5% | $5,982-80.5% |
| Admin fee / account holder | $8,945 | $6,193+44.4% | $3,845+132.6% | $11,246-20.5% |