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 | $11,218 | $87,540-87.2% | $75,781-85.2% | $125,391-91.1% |
| Participation rate | 27.8% | 80.2%-52.4pp | 75.8%-48.0pp | 83.2%-55.4pp |
| Annual return | -3.21% | 13.48%-16.7pp | 9.68%-12.9pp | 282.22%-285.4pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,531 | $4,229-63.8% | $3,651-58.1% | $5,352-71.4% |
| Admin fee / account holder | $20,491 | $6,502+215.2% | $5,299+286.7% | $9,540+114.8% |