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 | $13,958 | $52,681-73.5% | $75,781-81.6% | $59,632-76.6% |
| Participation rate | 43.2% | 67.2%-24.0pp | 75.8%-32.6pp | 68.7%-25.4pp |
| Annual return | 0.09% | 2.95%-2.9pp | 9.68%-9.6pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $818 | $2,193-62.7% | $3,323-75.4% | $2,203-62.9% |
| Participant deferral / active EE | $1,141 | $2,591-56.0% | $3,651-68.8% | $3,192-64.3% |
| Admin fee / account holder | $2,939 | $3,610-18.6% | $5,299-44.5% | $4,297-31.6% |