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 6-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 | $15,023 | $100,754-85.1% | $86,677-82.7% | $134,475-88.8% |
| Participation rate | 66.7% | 78.9%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -16.87% | 29.04%-45.9pp | 35.91%-52.8pp | 417.96%-434.8pp |
| Employer contribution / active EE | $1,651 | $3,489-52.7% | $2,836-41.8% | $4,740-65.2% |
| Participant deferral / active EE | $3,991 | $5,338-25.2% | $4,656-14.3% | $6,400-37.6% |
| Admin fee / account holder | $4,930 | $10,926-54.9% | $7,493-34.2% | $11,426-56.9% |