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 | $15,774 | $100,754-84.3% | $86,677-81.8% | $134,475-88.3% |
| Participation rate | 38.9% | 78.9%-40.0pp | 76.6%-37.7pp | 81.2%-42.3pp |
| Annual return | -17.00% | 29.04%-46.0pp | 35.91%-52.9pp | 417.96%-435.0pp |
| Employer contribution / active EE | $962 | $3,489-72.4% | $2,836-66.1% | $4,740-79.7% |
| Participant deferral / active EE | $2,117 | $5,338-60.3% | $4,656-54.5% | $6,400-66.9% |
| Admin fee / account holder | $3,355 | $10,926-69.3% | $7,493-55.2% | $11,426-70.6% |