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 | $16,126 | $100,754-84.0% | $86,677-81.4% | $134,475-88.0% |
| Participation rate | 50.0% | 78.9%-28.9pp | 76.6%-26.6pp | 81.2%-31.2pp |
| Annual return | -13.18% | 29.04%-42.2pp | 35.91%-49.1pp | 417.96%-431.1pp |
| Employer contribution / active EE | $1,391 | $3,489-60.1% | $2,836-51.0% | $4,740-70.7% |
| Participant deferral / active EE | $3,020 | $5,338-43.4% | $4,656-35.1% | $6,400-52.8% |
| Admin fee / account holder | $1,240 | $10,926-88.6% | $7,493-83.4% | $11,426-89.1% |