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 10-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 | $11,989 | $76,000-84.2% | $154,107-92.2% | $64,186-81.3% |
| Participation rate | 56.7% | 70.4%-13.7pp | 83.0%-26.3pp | 69.6%-12.9pp |
| Annual return | -7.77% | 30.32%-38.1pp | 735.12%-742.9pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,174 | $3,351-65.0% | $5,298-77.8% | $2,381-50.7% |
| Participant deferral / active EE | $1,783 | $3,175-43.8% | $5,081-64.9% | $3,470-48.6% |
| Admin fee / account holder | $1,335 | $5,596-76.1% | $13,411-90.0% | $4,888-72.7% |