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 | $15,363 | $59,805-74.3% | $79,550-80.7% | $68,494-77.6% |
| Participation rate | 44.2% | 61.1%-16.8pp | 69.5%-25.3pp | 67.9%-23.7pp |
| Annual return | -13.77% | -12.30%-1.5pp | 0.16%-13.9pp | -7.84%-5.9pp |
| Employer contribution / active EE | $869 | $1,505-42.3% | $2,413-64.0% | $2,596-66.5% |
| Participant deferral / active EE | $1,883 | $3,024-37.7% | $3,985-52.8% | $4,027-53.2% |
| Admin fee / account holder | $1,079 | $4,835-77.7% | $6,832-84.2% | $5,403-80.0% |