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 | $13,002 | $71,480-81.8% | $90,782-85.7% | $64,186-79.7% |
| Participation rate | 33.3% | 77.6%-44.2pp | 82.7%-49.3pp | 69.6%-36.2pp |
| Annual return | -6.88% | -4.25%-2.6pp | -3.42%-3.5pp | 7.63%-14.5pp |
| Employer contribution / active EE | $759 | $3,415-77.8% | $4,105-81.5% | $2,381-68.1% |
| Participant deferral / active EE | $1,648 | $4,302-61.7% | $5,366-69.3% | $3,470-52.5% |
| Admin fee / account holder | $5,315 | $6,309-15.7% | $5,908-10.0% | $4,888+8.7% |