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 9-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 | $18,678 | $73,004-74.4% | $90,749-79.4% | $68,494-72.7% |
| Participation rate | 37.3% | 70.8%-33.6pp | 75.7%-38.4pp | 67.9%-30.6pp |
| Annual return | -18.24% | -13.81%-4.4pp | -12.16%-6.1pp | -7.84%-10.4pp |
| Employer contribution / active EE | $958 | $2,193-56.3% | $2,921-67.2% | $2,596-63.1% |
| Participant deferral / active EE | $1,908 | $3,627-47.4% | $4,564-58.2% | $4,027-52.6% |
| Admin fee / account holder | $397 | $5,896-93.3% | $8,445-95.3% | $5,403-92.7% |