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 | $10,768 | $77,813-86.2% | $123,544-91.3% | $64,186-83.2% |
| Participation rate | 50.0% | 74.7%-24.7pp | 82.3%-32.3pp | 69.6%-19.6pp |
| Annual return | -3.06% | 12.48%-15.5pp | 119.20%-122.3pp | 7.63%-10.7pp |
| Employer contribution / active EE | $1,281 | $3,014-57.5% | $4,628-72.3% | $2,381-46.2% |
| Participant deferral / active EE | $2,303 | $5,240-56.1% | $6,426-64.2% | $3,470-33.6% |
| Admin fee / account holder | $1,289 | $5,519-76.6% | $9,284-86.1% | $4,888-73.6% |