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 3-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 | $22,855 | $73,004-68.7% | $90,749-74.8% | $68,494-66.6% |
| Participation rate | 60.2% | 70.8%-10.6pp | 75.7%-15.5pp | 67.9%-7.7pp |
| Annual return | 0.00% | -13.81%+13.8pp | -12.16%+12.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,878 | $2,193-14.4% | $2,921-35.7% | $2,596-27.7% |
| Participant deferral / active EE | $6,959 | $3,627+91.9% | $4,564+52.5% | $4,027+72.8% |
| Admin fee / account holder | $1,430 | $5,896-75.8% | $8,445-83.1% | $5,403-73.5% |