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 | $17,361 | $71,883-75.8% | $86,677-80.0% | $68,494-74.7% |
| Participation rate | 45.5% | 72.2%-26.8pp | 76.6%-31.1pp | 67.9%-22.4pp |
| Annual return | -15.55% | 3.52%-19.1pp | 35.91%-51.5pp | -7.84%-7.7pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,916 | $3,779-49.3% | $4,656-58.9% | $4,027-52.4% |
| Admin fee / account holder | $1,637 | $6,112-73.2% | $7,493-78.2% | $5,403-69.7% |