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 7-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 | $20,619 | $71,883-71.3% | $86,677-76.2% | $68,494-69.9% |
| Participation rate | 66.0% | 72.2%-6.3pp | 76.6%-10.6pp | 67.9%-1.9pp |
| Annual return | -17.94% | 3.52%-21.5pp | 35.91%-53.8pp | -7.84%-10.1pp |
| Employer contribution / active EE | $694 | $2,173-68.1% | $2,836-75.5% | $2,596-73.3% |
| Participant deferral / active EE | $3,117 | $3,779-17.5% | $4,656-33.1% | $4,027-22.6% |
| Admin fee / account holder | $964 | $6,112-84.2% | $7,493-87.1% | $5,403-82.1% |