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 | $17,732 | $62,586-71.7% | $76,768-76.9% | $64,186-72.4% |
| Participation rate | 46.7% | 72.8%-26.1pp | 77.0%-30.3pp | 69.6%-22.9pp |
| Annual return | -6.70% | -1.95%-4.8pp | 2.43%-9.1pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,196 | $1,832-34.7% | $2,485-51.9% | $2,381-49.8% |
| Participant deferral / active EE | $2,032 | $3,145-35.4% | $3,852-47.2% | $3,470-41.4% |
| Admin fee / account holder | $4,689 | $4,667+0.5% | $6,675-29.8% | $4,888-4.1% |