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 5-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 | $8,892 | $65,061-86.3% | $143,757-93.8% | $66,914-86.7% |
| Participation rate | 43.8% | 65.2%-21.4pp | 80.3%-36.5pp | 69.8%-26.0pp |
| Annual return | -0.78% | -11.14%+10.4pp | -0.04%-0.7pp | 1.58%-2.4pp |
| Employer contribution / active EE | $998 | $2,361-57.7% | $4,951-79.8% | $2,544-60.8% |
| Participant deferral / active EE | $1,002 | $2,919-65.7% | $5,637-82.2% | $4,237-76.3% |
| Admin fee / account holder | $627 | $502+24.9% | $14,673-95.7% | $593+5.7% |