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 9-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 | $17,607 | $67,411-73.9% | $91,001-80.7% | $70,131-74.9% |
| Participation rate | 40.7% | 71.4%-30.6pp | 75.6%-34.9pp | 69.5%-28.8pp |
| Annual return | 0.00% | -40.16%+40.2pp | 4.60%-4.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,151 | $1,786-35.6% | $2,456-53.1% | $2,342-50.9% |
| Participant deferral / active EE | $1,845 | $2,823-34.6% | $3,547-48.0% | $3,332-44.6% |
| Admin fee / account holder | $2,896 | $4,236-31.6% | $5,417-46.5% | $4,645-37.7% |