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 3-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 | $7,283 | $65,390-88.9% | $169,368-95.7% | $71,457-89.8% |
| Participation rate | 41.7% | 67.0%-25.2pp | 77.1%-35.4pp | 67.9%-26.2pp |
| Annual return | 0.00% | 21.31%-21.3pp | 405.60%-405.6pp | 28.85%-28.8pp |
| Employer contribution / active EE | $1,393 | $2,079-33.0% | $4,013-65.3% | $2,588-46.2% |
| Participant deferral / active EE | $1,979 | $4,367-54.7% | $6,221-68.2% | $4,289-53.8% |
| Admin fee / account holder | $355 | $1,324-73.2% | $9,003-96.1% | $1,587-77.7% |