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 5-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 | $12,794 | $71,883-82.2% | $86,677-85.2% | $68,494-81.3% |
| Participation rate | 61.0% | 72.2%-11.2pp | 76.6%-15.6pp | 67.9%-6.9pp |
| Annual return | -17.53% | 3.52%-21.1pp | 35.91%-53.4pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,423 | $2,173-34.5% | $2,836-49.8% | $2,596-45.2% |
| Participant deferral / active EE | $2,324 | $3,779-38.5% | $4,656-50.1% | $4,027-42.3% |
| Admin fee / account holder | $854 | $6,112-86.0% | $7,493-88.6% | $5,403-84.2% |