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 | $13,887 | $64,707-78.5% | $112,228-87.6% | $68,494-79.7% |
| Participation rate | 53.1% | 67.2%-14.1pp | 75.1%-22.0pp | 67.9%-14.8pp |
| Annual return | -17.81% | -11.40%-6.4pp | 27.45%-45.3pp | -7.84%-10.0pp |
| Employer contribution / active EE | $886 | $2,746-67.7% | $3,635-75.6% | $2,596-65.9% |
| Participant deferral / active EE | $2,072 | $3,565-41.9% | $4,728-56.2% | $4,027-48.5% |
| Admin fee / account holder | $5,006 | $5,232-4.3% | $6,410-21.9% | $5,403-7.3% |