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 | $14,386 | $39,162-63.3% | $100,671-85.7% | $59,632-75.9% |
| Participation rate | 43.9% | 55.9%-12.0pp | 70.7%-26.8pp | 68.7%-24.8pp |
| Annual return | -2.58% | 21.07%-23.6pp | 20.43%-23.0pp | 2041.28%-2043.9pp |
| Employer contribution / active EE | $1,014 | $1,151-11.9% | $4,012-74.7% | $2,203-54.0% |
| Participant deferral / active EE | $1,896 | $1,992-4.8% | $3,144-39.7% | $3,192-40.6% |
| Admin fee / account holder | $6,684 | $2,969+125.1% | $4,850+37.8% | $4,297+55.6% |