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 | $8,038 | $52,681-84.7% | $75,781-89.4% | $59,632-86.5% |
| Participation rate | 23.7% | 67.2%-43.5pp | 75.8%-52.1pp | 68.7%-45.0pp |
| Annual return | -0.98% | 2.95%-3.9pp | 9.68%-10.7pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $821 | $2,193-62.6% | $3,323-75.3% | $2,203-62.7% |
| Participant deferral / active EE | $1,222 | $2,591-52.8% | $3,651-66.5% | $3,192-61.7% |
| Admin fee / account holder | $2,814 | $3,610-22.0% | $5,299-46.9% | $4,297-34.5% |