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 4-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 | $9,594 | $59,805-84.0% | $79,550-87.9% | $68,494-86.0% |
| Participation rate | 53.5% | 61.1%-7.6pp | 69.5%-16.0pp | 67.9%-14.4pp |
| Annual return | 0.00% | -12.30%+12.3pp | 0.16%-0.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,418 | $1,505-5.8% | $2,413-41.2% | $2,596-45.4% |
| Participant deferral / active EE | $1,862 | $3,024-38.4% | $3,985-53.3% | $4,027-53.8% |
| Admin fee / account holder | $747 | $4,835-84.5% | $6,832-89.1% | $5,403-86.2% |