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 | $13,593 | $158,817-91.4% | $121,196-88.8% | $135,375-90.0% |
| Participation rate | 55.6% | 79.3%-23.7pp | 71.7%-16.2pp | 82.6%-27.1pp |
| Annual return | -8.03% | -0.64%-7.4pp | 16.93%-25.0pp | 519.73%-527.8pp |
| Employer contribution / active EE | $903 | $5,665-84.1% | $4,022-77.5% | $4,779-81.1% |
| Participant deferral / active EE | $3,084 | $4,005-23.0% | $3,344-7.8% | $5,609-45.0% |
| Admin fee / account holder | $2,034 | $6,512-68.8% | $5,019-59.5% | $10,827-81.2% |