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 9-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 | $14,495 | $81,900-82.3% | $119,609-87.9% | $68,494-78.8% |
| Participation rate | 38.8% | 71.9%-33.1pp | 79.3%-40.5pp | 67.9%-29.1pp |
| Annual return | -17.24% | -23.82%+6.6pp | -14.97%-2.3pp | -7.84%-9.4pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,171 | $4,148-47.7% | $5,602-61.2% | $4,027-46.1% |
| Admin fee / account holder | $5,366 | $6,582-18.5% | $10,323-48.0% | $5,403-0.7% |