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 | $17,639 | $82,664-78.7% | $125,339-85.9% | $68,494-74.2% |
| Participation rate | 37.5% | 75.0%-37.5pp | 82.4%-44.9pp | 67.9%-30.4pp |
| Annual return | -14.10% | -5.97%-8.1pp | 572.05%-586.2pp | -7.84%-6.3pp |
| Employer contribution / active EE | $1,111 | $3,381-67.1% | $4,814-76.9% | $2,596-57.2% |
| Participant deferral / active EE | $2,643 | $6,110-56.7% | $7,446-64.5% | $4,027-34.4% |
| Admin fee / account holder | $1,826 | $6,275-70.9% | $10,010-81.8% | $5,403-66.2% |