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 | $7,875 | $49,280-84.0% | $67,313-88.3% | $64,186-87.7% |
| Participation rate | 35.7% | 60.8%-25.1pp | 69.1%-33.4pp | 69.6%-33.9pp |
| Annual return | -5.79% | -1.39%-4.4pp | -4.08%-1.7pp | 7.63%-13.4pp |
| Employer contribution / active EE | $517 | $1,668-69.0% | $2,566-79.8% | $2,381-78.3% |
| Participant deferral / active EE | $907 | $2,484-63.5% | $3,568-74.6% | $3,470-73.9% |
| Admin fee / account holder | $667 | $3,863-82.7% | $4,507-85.2% | $4,888-86.4% |