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 | $11,822 | $167,307-92.9% | $143,757-91.8% | $134,475-91.2% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -15.74% | 0.46%-16.2pp | -0.04%-15.7pp | 417.96%-433.7pp |
| Employer contribution / active EE | $2,193 | $5,619-61.0% | $4,951-55.7% | $4,740-53.7% |
| Participant deferral / active EE | $4,108 | $6,446-36.3% | $5,637-27.1% | $6,400-35.8% |
| Admin fee / account holder | $451 | $18,088-97.5% | $14,673-96.9% | $11,426-96.1% |