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 4-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 | $8,805 | $142,344-93.8% | $119,609-92.6% | $134,475-93.5% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -12.94% | -12.44%-0.5pp | -14.97%+2.0pp | 417.96%-430.9pp |
| Employer contribution / active EE | $1,837 | $5,222-64.8% | $4,232-56.6% | $4,740-61.2% |
| Participant deferral / active EE | $3,281 | $6,469-49.3% | $5,602-41.4% | $6,400-48.7% |
| Admin fee / account holder | $13,987 | $13,584+3.0% | $10,323+35.5% | $11,426+22.4% |