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 10-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 | $18,924 | $71,883-73.7% | $86,677-78.2% | $68,494-72.4% |
| Participation rate | 52.3% | 72.2%-20.0pp | 76.6%-24.3pp | 67.9%-15.6pp |
| Annual return | -12.67% | 3.52%-16.2pp | 35.91%-48.6pp | -7.84%-4.8pp |
| Employer contribution / active EE | $674 | $2,173-69.0% | $2,836-76.2% | $2,596-74.0% |
| Participant deferral / active EE | $1,753 | $3,779-53.6% | $4,656-62.3% | $4,027-56.5% |
| Admin fee / account holder | $2,478 | $6,112-59.5% | $7,493-66.9% | $5,403-54.1% |