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 | $11,003 | $59,805-81.6% | $79,550-86.2% | $68,494-83.9% |
| Participation rate | 38.6% | 61.1%-22.4pp | 69.5%-30.8pp | 67.9%-29.3pp |
| Annual return | -16.25% | -12.30%-3.9pp | 0.16%-16.4pp | -7.84%-8.4pp |
| Employer contribution / active EE | $807 | $1,505-46.4% | $2,413-66.6% | $2,596-68.9% |
| Participant deferral / active EE | $3,487 | $3,024+15.3% | $3,985-12.5% | $4,027-13.4% |
| Admin fee / account holder | $9,660 | $4,835+99.8% | $6,832+41.4% | $5,403+78.8% |