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 | $5,850 | $73,867-92.1% | $143,757-95.9% | $68,494-91.5% |
| Participation rate | 49.1% | 66.7%-17.6pp | 80.3%-31.3pp | 67.9%-18.8pp |
| Annual return | -13.05% | 1.01%-14.1pp | -0.04%-13.0pp | -7.84%-5.2pp |
| Employer contribution / active EE | $819 | $3,184-74.3% | $4,951-83.5% | $2,596-68.4% |
| Participant deferral / active EE | $1,933 | $3,384-42.9% | $5,637-65.7% | $4,027-52.0% |
| Admin fee / account holder | $371 | $5,755-93.6% | $14,673-97.5% | $5,403-93.1% |