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 | $15,320 | $67,411-77.3% | $91,001-83.2% | $70,131-78.2% |
| Participation rate | 56.4% | 71.4%-15.0pp | 75.6%-19.2pp | 69.5%-13.1pp |
| Annual return | 15.68% | -40.16%+55.8pp | 4.60%+11.1pp | 73.14%-57.5pp |
| Employer contribution / active EE | $921 | $1,786-48.5% | $2,456-62.5% | $2,342-60.7% |
| Participant deferral / active EE | $1,319 | $2,823-53.3% | $3,547-62.8% | $3,332-60.4% |
| Admin fee / account holder | $2,841 | $4,236-32.9% | $5,417-47.6% | $4,645-38.8% |