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 8-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 | $21,566 | $62,586-65.5% | $76,768-71.9% | $64,186-66.4% |
| Participation rate | 67.6% | 72.8%-5.2pp | 77.0%-9.4pp | 69.6%-2.0pp |
| Annual return | -6.31% | -1.95%-4.4pp | 2.43%-8.7pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,185 | $1,832-35.3% | $2,485-52.3% | $2,381-50.2% |
| Participant deferral / active EE | $2,389 | $3,145-24.0% | $3,852-38.0% | $3,470-31.1% |
| Admin fee / account holder | $3,466 | $4,667-25.7% | $6,675-48.1% | $4,888-29.1% |