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 6-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 | $20,250 | $73,004-72.3% | $90,749-77.7% | $68,494-70.4% |
| Participation rate | 61.0% | 70.8%-9.9pp | 75.7%-14.7pp | 67.9%-6.9pp |
| Annual return | -16.93% | -13.81%-3.1pp | -12.16%-4.8pp | -7.84%-9.1pp |
| Employer contribution / active EE | $947 | $2,193-56.8% | $2,921-67.6% | $2,596-63.5% |
| Participant deferral / active EE | $2,871 | $3,627-20.8% | $4,564-37.1% | $4,027-28.7% |
| Admin fee / account holder | $430 | $5,896-92.7% | $8,445-94.9% | $5,403-92.0% |