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 9-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 | $5,987 | $54,350-89.0% | $82,719-92.8% | $68,494-91.3% |
| Participation rate | 32.4% | 63.9%-31.5pp | 72.6%-40.2pp | 67.9%-35.5pp |
| Annual return | -10.34% | -13.67%+3.3pp | 701.18%-711.5pp | -7.84%-2.5pp |
| Employer contribution / active EE | $329 | $2,218-85.2% | $3,009-89.1% | $2,596-87.3% |
| Participant deferral / active EE | $922 | $3,246-71.6% | $4,395-79.0% | $4,027-77.1% |
| Admin fee / account holder | $7,414 | $4,395+68.7% | $5,329+39.1% | $5,403+37.2% |