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 | $18,405 | $62,586-70.6% | $76,768-76.0% | $64,186-71.3% |
| Participation rate | 60.0% | 72.8%-12.8pp | 77.0%-17.0pp | 69.6%-9.6pp |
| Annual return | -4.99% | -1.95%-3.0pp | 2.43%-7.4pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,039 | $1,832-43.3% | $2,485-58.2% | $2,381-56.4% |
| Participant deferral / active EE | $1,447 | $3,145-54.0% | $3,852-62.4% | $3,470-58.3% |
| Admin fee / account holder | $1,361 | $4,667-70.8% | $6,675-79.6% | $4,888-72.2% |