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 | $10,725 | $53,596-80.0% | $90,645-88.2% | $64,186-83.3% |
| Participation rate | 52.6% | 64.5%-11.9pp | 74.0%-21.4pp | 69.6%-16.9pp |
| Annual return | -8.10% | 4.41%-12.5pp | 1.88%-10.0pp | 7.63%-15.7pp |
| Employer contribution / active EE | $2,017 | $1,503+34.2% | $2,532-20.3% | $2,381-15.3% |
| Participant deferral / active EE | $1,813 | $2,459-26.3% | $3,425-47.1% | $3,470-47.8% |
| Admin fee / account holder | $1,440 | $3,868-62.8% | $4,994-71.2% | $4,888-70.5% |