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 | $14,408 | $158,817-90.9% | $121,196-88.1% | $135,375-89.4% |
| Participation rate | 46.2% | 79.3%-33.1pp | 71.7%-25.6pp | 82.6%-36.5pp |
| Annual return | -3.43% | -0.64%-2.8pp | 16.93%-20.4pp | 519.73%-523.2pp |
| Employer contribution / active EE | $959 | $5,665-83.1% | $4,022-76.2% | $4,779-79.9% |
| Participant deferral / active EE | $406 | $4,005-89.9% | $3,344-87.9% | $5,609-92.8% |
| Admin fee / account holder | $5,189 | $6,512-20.3% | $5,019+3.4% | $10,827-52.1% |