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 | $11,981 | $129,942-90.8% | $104,294-88.5% | $134,475-91.1% |
| Participation rate | 61.1% | 79.5%-18.4pp | 73.3%-12.1pp | 81.2%-20.1pp |
| Annual return | -19.45% | 42.03%-61.5pp | 24.61%-44.1pp | 417.96%-437.4pp |
| Employer contribution / active EE | $1,257 | $4,184-70.0% | $3,372-62.7% | $4,740-73.5% |
| Participant deferral / active EE | $1,696 | $5,588-69.6% | $4,625-63.3% | $6,400-73.5% |
| Admin fee / account holder | $773 | $9,323-91.7% | $7,339-89.5% | $11,426-93.2% |