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 6-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 | $10,933 | $53,777-79.7% | $134,143-91.8% | $79,858-86.3% |
| Participation rate | 63.0% | 58.8%+4.2pp | 72.2%-9.2pp | 69.6%-6.7pp |
| Annual return | 0.00% | 19.01%-19.0pp | 36.33%-36.3pp | 31.71%-31.7pp |
| Employer contribution / active EE | $2,318 | $1,321+75.4% | $3,704-37.4% | $2,471-6.2% |
| Participant deferral / active EE | $4,751 | $2,420+96.3% | $3,499+35.8% | $3,740+27.0% |
| Admin fee / account holder | $1,295 | $3,984-67.5% | $6,684-80.6% | $5,306-75.6% |