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 | $22,445 | $62,586-64.1% | $76,768-70.8% | $64,186-65.0% |
| Participation rate | 60.5% | 72.8%-12.3pp | 77.0%-16.5pp | 69.6%-9.1pp |
| Annual return | -5.46% | -1.95%-3.5pp | 2.43%-7.9pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,035 | $1,832-43.5% | $2,485-58.3% | $2,381-56.5% |
| Participant deferral / active EE | $1,936 | $3,145-38.4% | $3,852-49.7% | $3,470-44.2% |
| Admin fee / account holder | $487 | $4,667-89.6% | $6,675-92.7% | $4,888-90.0% |