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 | $15,417 | $105,860-85.4% | $90,749-83.0% | $134,475-88.5% |
| Participation rate | 68.2% | 78.2%-10.1pp | 75.7%-7.5pp | 81.2%-13.0pp |
| Annual return | -12.59% | -11.01%-1.6pp | -12.16%-0.4pp | 417.96%-430.6pp |
| Employer contribution / active EE | $1,480 | $3,462-57.3% | $2,921-49.3% | $4,740-68.8% |
| Participant deferral / active EE | $4,037 | $5,216-22.6% | $4,564-11.5% | $6,400-36.9% |
| Admin fee / account holder | $23,064 | $13,938+65.5% | $8,445+173.1% | $11,426+101.9% |