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 | $20,685 | $62,586-66.9% | $76,768-73.1% | $64,186-67.8% |
| Participation rate | 55.8% | 72.8%-17.0pp | 77.0%-21.2pp | 69.6%-13.8pp |
| Annual return | -5.96% | -1.95%-4.0pp | 2.43%-8.4pp | 7.63%-13.6pp |
| Employer contribution / active EE | $486 | $1,832-73.5% | $2,485-80.5% | $2,381-79.6% |
| Participant deferral / active EE | $1,636 | $3,145-48.0% | $3,852-57.5% | $3,470-52.9% |
| Admin fee / account holder | $1,256 | $4,667-73.1% | $6,675-81.2% | $4,888-74.3% |