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 | $18,381 | $72,404-74.6% | $110,238-83.3% | $64,186-71.4% |
| Participation rate | 52.1% | 73.3%-21.3pp | 79.8%-27.7pp | 69.6%-17.5pp |
| Annual return | 1.42% | -6.29%+7.7pp | 314.74%-313.3pp | 7.63%-6.2pp |
| Employer contribution / active EE | $757 | $2,282-66.8% | $3,826-80.2% | $2,381-68.2% |
| Participant deferral / active EE | $2,838 | $3,469-18.2% | $4,672-39.3% | $3,470-18.2% |
| Admin fee / account holder | $5,561 | $5,664-1.8% | $8,547-34.9% | $4,888+13.8% |