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 | $11,395 | $43,723-73.9% | $121,196-90.6% | $64,186-82.2% |
| Participation rate | 43.9% | 58.3%-14.4pp | 71.7%-27.8pp | 69.6%-25.7pp |
| Annual return | 0.00% | 68.91%-68.9pp | 16.93%-16.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $426 | $1,296-67.1% | $4,022-89.4% | $2,381-82.1% |
| Participant deferral / active EE | $1,353 | $2,280-40.6% | $3,344-59.5% | $3,470-61.0% |
| Admin fee / account holder | $479 | $3,501-86.3% | $5,019-90.5% | $4,888-90.2% |