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 | $17,490 | $71,883-75.7% | $86,677-79.8% | $68,494-74.5% |
| Participation rate | 63.2% | 72.2%-9.1pp | 76.6%-13.4pp | 67.9%-4.7pp |
| Annual return | -17.83% | 3.52%-21.4pp | 35.91%-53.7pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,106 | $2,173-49.1% | $2,836-61.0% | $2,596-57.4% |
| Participant deferral / active EE | $2,447 | $3,779-35.2% | $4,656-47.4% | $4,027-39.2% |
| Admin fee / account holder | $1,276 | $6,112-79.1% | $7,493-83.0% | $5,403-76.4% |