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 | $17,131 | $167,307-89.8% | $143,757-88.1% | $134,475-87.3% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -2.86% | 0.46%-3.3pp | -0.04%-2.8pp | 417.96%-420.8pp |
| Employer contribution / active EE | $1,836 | $5,619-67.3% | $4,951-62.9% | $4,740-61.3% |
| Participant deferral / active EE | $6,817 | $6,446+5.8% | $5,637+20.9% | $6,400+6.5% |
| Admin fee / account holder | $1,209 | $18,088-93.3% | $14,673-91.8% | $11,426-89.4% |