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 | $14,699 | $110,094-86.6% | $151,611-90.3% | $68,494-78.5% |
| Participation rate | 63.3% | 84.0%-20.6pp | 87.5%-24.2pp | 67.9%-4.6pp |
| Annual return | 31.83% | -10.12%+41.9pp | 3.33%+28.5pp | -7.84%+39.7pp |
| Employer contribution / active EE | $2,137 | $4,471-52.2% | $6,166-65.3% | $2,596-17.7% |
| Participant deferral / active EE | $3,941 | $6,527-39.6% | $8,363-52.9% | $4,027-2.2% |
| Admin fee / account holder | $2,140 | $7,719-72.3% | $11,616-81.6% | $5,403-60.4% |