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 | $17,567 | $110,094-84.0% | $151,611-88.4% | $68,494-74.4% |
| Participation rate | 60.0% | 84.0%-24.0pp | 87.5%-27.5pp | 67.9%-7.9pp |
| Annual return | -17.94% | -10.12%-7.8pp | 3.33%-21.3pp | -7.84%-10.1pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,554 | $6,527-30.2% | $8,363-45.5% | $4,027+13.1% |
| Admin fee / account holder | $6,472 | $7,719-16.2% | $11,616-44.3% | $5,403+19.8% |