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 | $15,941 | $71,480-77.7% | $90,782-82.4% | $64,186-75.2% |
| Participation rate | 40.7% | 77.6%-36.8pp | 82.7%-41.9pp | 69.6%-28.8pp |
| Annual return | -6.98% | -4.25%-2.7pp | -3.42%-3.6pp | 7.63%-14.6pp |
| Employer contribution / active EE | $0 | $3,415-100.0% | $4,105-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,183 | $4,302-2.8% | $5,366-22.0% | $3,470+20.6% |
| Admin fee / account holder | $1,313 | $6,309-79.2% | $5,908-77.8% | $4,888-73.1% |