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 | $15,798 | $64,707-75.6% | $112,228-85.9% | $68,494-76.9% |
| Participation rate | 52.9% | 67.2%-14.2pp | 75.1%-22.1pp | 67.9%-14.9pp |
| Annual return | -16.64% | -11.40%-5.2pp | 27.45%-44.1pp | -7.84%-8.8pp |
| Employer contribution / active EE | $839 | $2,746-69.4% | $3,635-76.9% | $2,596-67.7% |
| Participant deferral / active EE | $1,800 | $3,565-49.5% | $4,728-61.9% | $4,027-55.3% |
| Admin fee / account holder | $3,285 | $5,232-37.2% | $6,410-48.8% | $5,403-39.2% |