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 7-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 | $10,225 | $58,512-82.5% | $84,015-87.8% | $72,985-86.0% |
| Participation rate | 48.2% | 61.2%-13.0pp | 69.0%-20.8pp | 69.5%-21.3pp |
| Annual return | 0.00% | 28.93%-28.9pp | 71.31%-71.3pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,021 | $1,163-12.2% | $1,983-48.5% | $2,440-58.1% |
| Participant deferral / active EE | $1,496 | $2,394-37.5% | $3,239-53.8% | $3,607-58.5% |
| Admin fee / account holder | $384 | $4,569-91.6% | $6,101-93.7% | $5,124-92.5% |