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 8-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 | $8,576 | $42,383-79.8% | $76,523-88.8% | $64,186-86.6% |
| Participation rate | 56.5% | 58.1%-1.6pp | 68.0%-11.5pp | 69.6%-13.0pp |
| Annual return | -4.88% | -16.54%+11.7pp | -0.27%-4.6pp | 7.63%-12.5pp |
| Employer contribution / active EE | $958 | $1,563-38.7% | $2,647-63.8% | $2,381-59.8% |
| Participant deferral / active EE | $1,851 | $2,566-27.9% | $3,835-51.7% | $3,470-46.6% |
| Admin fee / account holder | $707 | $3,198-77.9% | $4,848-85.4% | $4,888-85.5% |