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 | $9,606 | $73,867-87.0% | $143,757-93.3% | $68,494-86.0% |
| Participation rate | 56.8% | 66.7%-9.9pp | 80.3%-23.6pp | 67.9%-11.1pp |
| Annual return | -14.23% | 1.01%-15.2pp | -0.04%-14.2pp | -7.84%-6.4pp |
| Employer contribution / active EE | $1,196 | $3,184-62.4% | $4,951-75.8% | $2,596-53.9% |
| Participant deferral / active EE | $1,325 | $3,384-60.9% | $5,637-76.5% | $4,027-67.1% |
| Admin fee / account holder | $2,139 | $5,755-62.8% | $14,673-85.4% | $5,403-60.4% |