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 5-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 | $5,346 | $92,703-94.2% | $82,719-93.5% | $134,475-96.0% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -3.67% | 944.92%-948.6pp | 701.18%-704.8pp | 417.96%-421.6pp |
| Employer contribution / active EE | $676 | $3,274-79.3% | $3,009-77.5% | $4,740-85.7% |
| Participant deferral / active EE | $1,075 | $4,802-77.6% | $4,395-75.5% | $6,400-83.2% |
| Admin fee / account holder | $2,369 | $5,983-60.4% | $5,329-55.5% | $11,426-79.3% |