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 | $10,053 | $96,484-89.6% | $75,886-86.8% | $152,861-93.4% |
| Participation rate | 57.1% | 76.2%-19.0pp | 69.3%-12.1pp | 82.4%-25.3pp |
| Annual return | 17.59% | 33.98%-16.4pp | 30.76%-13.2pp | 345.32%-327.7pp |
| Employer contribution / active EE | $710 | $3,309-78.5% | $2,500-71.6% | $4,762-85.1% |
| Participant deferral / active EE | $1,139 | $4,553-75.0% | $3,603-68.4% | $5,850-80.5% |
| Admin fee / account holder | $1,077 | $8,078-86.7% | $5,418-80.1% | $11,596-90.7% |