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 8-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 | $7,268 | $190,805-96.2% | $159,960-95.5% | $134,475-94.6% |
| Participation rate | 66.7% | 81.9%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -15.02% | 552.23%-567.3pp | 408.60%-423.6pp | 417.96%-433.0pp |
| Employer contribution / active EE | $950 | $4,995-81.0% | $4,226-77.5% | $4,740-80.0% |
| Participant deferral / active EE | $1,388 | $6,923-79.9% | $6,182-77.5% | $6,400-78.3% |
| Admin fee / account holder | $834 | $10,471-92.0% | $8,698-90.4% | $11,426-92.7% |