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 | $6,816 | $69,010-90.1% | $159,960-95.7% | $68,494-90.0% |
| Participation rate | 50.0% | 65.4%-15.4pp | 78.0%-28.0pp | 67.9%-17.9pp |
| Annual return | -19.24% | -9.65%-9.6pp | 408.60%-427.8pp | -7.84%-11.4pp |
| Employer contribution / active EE | $1,149 | $2,213-48.1% | $4,226-72.8% | $2,596-55.8% |
| Participant deferral / active EE | $2,243 | $4,212-46.8% | $6,182-63.7% | $4,027-44.3% |
| Admin fee / account holder | $981 | $4,798-79.6% | $8,698-88.7% | $5,403-81.8% |