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 8-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 | $5,397 | $45,863-88.2% | $77,024-93.0% | $68,494-92.1% |
| Participation rate | 69.1% | 55.9%+13.2pp | 67.9%+1.2pp | 67.9%+1.2pp |
| Annual return | -18.94% | 1.72%-20.7pp | 42.32%-61.3pp | -7.84%-11.1pp |
| Employer contribution / active EE | $998 | $1,650-39.5% | $2,812-64.5% | $2,596-61.6% |
| Participant deferral / active EE | $2,141 | $2,962-27.7% | $4,426-51.6% | $4,027-46.8% |
| Admin fee / account holder | $718 | $3,041-76.4% | $5,425-86.8% | $5,403-86.7% |