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 | $18,397 | $73,004-74.8% | $90,749-79.7% | $68,494-73.1% |
| Participation rate | 56.9% | 70.8%-14.0pp | 75.7%-18.8pp | 67.9%-11.0pp |
| Annual return | -17.35% | -13.81%-3.5pp | -12.16%-5.2pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,728 | $2,193-21.2% | $2,921-40.8% | $2,596-33.5% |
| Participant deferral / active EE | $2,803 | $3,627-22.7% | $4,564-38.6% | $4,027-30.4% |
| Admin fee / account holder | $3,335 | $5,896-43.4% | $8,445-60.5% | $5,403-38.3% |