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 | $18,285 | $45,566-59.9% | $64,105-71.5% | $59,632-69.3% |
| Participation rate | 68.4% | 60.2%+8.3pp | 68.2%+0.3pp | 68.7%-0.3pp |
| Annual return | -0.45% | 4.95%-5.4pp | 791.24%-791.7pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $327 | $934-65.0% | $1,820-82.0% | $2,203-85.2% |
| Participant deferral / active EE | $1,300 | $2,057-36.8% | $2,822-53.9% | $3,192-59.3% |
| Admin fee / account holder | $338 | $3,268-89.7% | $4,499-92.5% | $4,297-92.1% |