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 | $18,980 | $73,004-74.0% | $90,749-79.1% | $68,494-72.3% |
| Participation rate | 42.3% | 70.8%-28.6pp | 75.7%-33.4pp | 67.9%-25.6pp |
| Annual return | -4.80% | -13.81%+9.0pp | -12.16%+7.4pp | -7.84%+3.0pp |
| Employer contribution / active EE | $746 | $2,193-66.0% | $2,921-74.5% | $2,596-71.3% |
| Participant deferral / active EE | $1,621 | $3,627-55.3% | $4,564-64.5% | $4,027-59.8% |
| Admin fee / account holder | $1,300 | $5,896-77.9% | $8,445-84.6% | $5,403-75.9% |