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 5-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 | $8,114 | $46,674-82.6% | $117,472-93.1% | $68,494-88.2% |
| Participation rate | 61.8% | 56.8%+5.0pp | 70.6%-8.8pp | 67.9%-6.1pp |
| Annual return | -17.80% | -14.52%-3.3pp | 29.74%-47.5pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,198 | $1,505-20.4% | $4,176-71.3% | $2,596-53.9% |
| Participant deferral / active EE | $2,599 | $2,636-1.4% | $4,070-36.1% | $4,027-35.5% |
| Admin fee / account holder | $716 | $4,020-82.2% | $5,645-87.3% | $5,403-86.7% |