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 | $20,560 | $81,900-74.9% | $119,609-82.8% | $68,494-70.0% |
| Participation rate | 29.1% | 71.9%-42.8pp | 79.3%-50.2pp | 67.9%-38.8pp |
| Annual return | -13.86% | -23.82%+10.0pp | -14.97%+1.1pp | -7.84%-6.0pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,511 | $4,148-39.5% | $5,602-55.2% | $4,027-37.6% |
| Admin fee / account holder | $4,468 | $6,582-32.1% | $10,323-56.7% | $5,403-17.3% |