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 | $15,860 | $72,404-78.1% | $110,238-85.6% | $64,186-75.3% |
| Participation rate | 62.0% | 73.3%-11.4pp | 79.8%-17.8pp | 69.6%-7.6pp |
| Annual return | -7.51% | -6.29%-1.2pp | 314.74%-322.2pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,159 | $2,282-49.2% | $3,826-69.7% | $2,381-51.3% |
| Participant deferral / active EE | $2,347 | $3,469-32.4% | $4,672-49.8% | $3,470-32.4% |
| Admin fee / account holder | $605 | $5,664-89.3% | $8,547-92.9% | $4,888-87.6% |