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 | $12,516 | $53,596-76.6% | $90,645-86.2% | $64,186-80.5% |
| Participation rate | 53.6% | 64.5%-10.9pp | 74.0%-20.5pp | 69.6%-16.0pp |
| Annual return | -7.96% | 4.41%-12.4pp | 1.88%-9.8pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,161 | $1,503-22.8% | $2,532-54.1% | $2,381-51.2% |
| Participant deferral / active EE | $1,418 | $2,459-42.3% | $3,425-58.6% | $3,470-59.1% |
| Admin fee / account holder | $521 | $3,868-86.5% | $4,994-89.6% | $4,888-89.3% |