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 7-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 | $11,517 | $55,706-79.3% | $75,886-84.8% | $72,985-84.2% |
| Participation rate | 57.6% | 61.1%-3.6pp | 69.3%-11.7pp | 69.5%-11.9pp |
| Annual return | 0.00% | 27.59%-27.6pp | 30.76%-30.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,222 | $1,687-27.5% | $2,500-51.1% | $2,440-49.9% |
| Participant deferral / active EE | $2,024 | $2,634-23.1% | $3,603-43.8% | $3,607-43.9% |
| Admin fee / account holder | $1,615 | $3,978-59.4% | $5,418-70.2% | $5,124-68.5% |