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 8-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 | $17,762 | $73,004-75.7% | $90,749-80.4% | $68,494-74.1% |
| Participation rate | 50.0% | 70.8%-20.8pp | 75.7%-25.7pp | 67.9%-17.9pp |
| Annual return | -14.94% | -13.81%-1.1pp | -12.16%-2.8pp | -7.84%-7.1pp |
| Employer contribution / active EE | $1,334 | $2,193-39.2% | $2,921-54.3% | $2,596-48.6% |
| Participant deferral / active EE | $2,640 | $3,627-27.2% | $4,564-42.1% | $4,027-34.4% |
| Admin fee / account holder | $4,162 | $5,896-29.4% | $8,445-50.7% | $5,403-23.0% |