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 5-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 | $11,381 | $133,958-91.5% | $112,228-89.9% | $134,475-91.5% |
| Participation rate | 64.7% | 78.6%-13.9pp | 75.1%-10.4pp | 81.2%-16.5pp |
| Annual return | -18.72% | 47.11%-65.8pp | 27.45%-46.2pp | 417.96%-436.7pp |
| Employer contribution / active EE | $2,007 | $4,038-50.3% | $3,635-44.8% | $4,740-57.7% |
| Participant deferral / active EE | $3,486 | $5,291-34.1% | $4,728-26.3% | $6,400-45.5% |
| Admin fee / account holder | $3,150 | $7,489-57.9% | $6,410-50.9% | $11,426-72.4% |