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 | $7,013 | $91,911-92.4% | $68,793-89.8% | $135,375-94.8% |
| Participation rate | 33.3% | 76.7%-43.4pp | 72.2%-38.9pp | 82.6%-49.3pp |
| Annual return | -5.73% | -8.22%+2.5pp | -4.63%-1.1pp | 519.73%-525.5pp |
| Employer contribution / active EE | $768 | $3,924-80.4% | $2,625-70.7% | $4,779-83.9% |
| Participant deferral / active EE | $958 | $4,315-77.8% | $3,311-71.1% | $5,609-82.9% |
| Admin fee / account holder | $3,567 | $9,240-61.4% | $5,131-30.5% | $10,827-67.1% |