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 9-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 | $17,150 | $62,586-72.6% | $76,768-77.7% | $64,186-73.3% |
| Participation rate | 44.4% | 72.8%-28.4pp | 77.0%-32.5pp | 69.6%-25.1pp |
| Annual return | 12.20% | -1.95%+14.1pp | 2.43%+9.8pp | 7.63%+4.6pp |
| Employer contribution / active EE | $1,101 | $1,832-39.9% | $2,485-55.7% | $2,381-53.7% |
| Participant deferral / active EE | $2,126 | $3,145-32.4% | $3,852-44.8% | $3,470-38.7% |
| Admin fee / account holder | $383 | $4,667-91.8% | $6,675-94.3% | $4,888-92.2% |