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 | $15,510 | $158,817-90.2% | $121,196-87.2% | $135,375-88.5% |
| Participation rate | 58.8% | 79.3%-20.5pp | 71.7%-12.9pp | 82.6%-23.8pp |
| Annual return | -3.93% | -0.64%-3.3pp | 16.93%-20.9pp | 519.73%-523.7pp |
| Employer contribution / active EE | $610 | $5,665-89.2% | $4,022-84.8% | $4,779-87.2% |
| Participant deferral / active EE | $1,310 | $4,005-67.3% | $3,344-60.8% | $5,609-76.6% |
| Admin fee / account holder | $641 | $6,512-90.2% | $5,019-87.2% | $10,827-94.1% |