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 | $23,173 | $71,883-67.8% | $86,677-73.3% | $68,494-66.2% |
| Participation rate | 60.3% | 72.2%-12.0pp | 76.6%-16.3pp | 67.9%-7.6pp |
| Annual return | -14.82% | 3.52%-18.3pp | 35.91%-50.7pp | -7.84%-7.0pp |
| Employer contribution / active EE | $1,197 | $2,173-44.9% | $2,836-57.8% | $2,596-53.9% |
| Participant deferral / active EE | $1,787 | $3,779-52.7% | $4,656-61.6% | $4,027-55.6% |
| Admin fee / account holder | $1,828 | $6,112-70.1% | $7,493-75.6% | $5,403-66.2% |