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 | $14,071 | $59,805-76.5% | $79,550-82.3% | $68,494-79.5% |
| Participation rate | 54.1% | 61.1%-7.0pp | 69.5%-15.4pp | 67.9%-13.8pp |
| Annual return | -17.38% | -12.30%-5.1pp | 0.16%-17.5pp | -7.84%-9.5pp |
| Employer contribution / active EE | $356 | $1,505-76.4% | $2,413-85.3% | $2,596-86.3% |
| Participant deferral / active EE | $1,379 | $3,024-54.4% | $3,985-65.4% | $4,027-65.8% |
| Admin fee / account holder | $321 | $4,835-93.4% | $6,832-95.3% | $5,403-94.1% |