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 | $14,518 | $83,908-82.7% | $68,509-78.8% | $125,391-88.4% |
| Participation rate | 61.1% | 78.2%-17.1pp | 74.7%-13.6pp | 83.2%-22.1pp |
| Annual return | -0.91% | 14.48%-15.4pp | 8.27%-9.2pp | 282.22%-283.1pp |
| Employer contribution / active EE | $1,817 | $3,031-40.0% | $2,278-20.2% | $4,866-62.7% |
| Participant deferral / active EE | $2,765 | $4,125-33.0% | $3,382-18.3% | $5,352-48.3% |
| Admin fee / account holder | $931 | $8,982-89.6% | $5,275-82.3% | $9,540-90.2% |