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 | $8,305 | $73,867-88.8% | $143,757-94.2% | $68,494-87.9% |
| Participation rate | 61.8% | 66.7%-4.9pp | 80.3%-18.5pp | 67.9%-6.1pp |
| Annual return | 0.00% | 1.01%-1.0pp | -0.04%0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $403 | $3,184-87.4% | $4,951-91.9% | $2,596-84.5% |
| Participant deferral / active EE | $1,660 | $3,384-50.9% | $5,637-70.5% | $4,027-58.8% |
| Admin fee / account holder | $619 | $5,755-89.2% | $14,673-95.8% | $5,403-88.5% |