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 | $4,026 | $50,958-92.1% | $74,550-94.6% | $64,186-93.7% |
| Participation rate | 68.0% | 61.1%+6.9pp | 69.1%-1.1pp | 69.6%-1.6pp |
| Annual return | 50.80% | -1.86%+52.7pp | 32.53%+18.3pp | 7.63%+43.2pp |
| Employer contribution / active EE | $447 | $1,115-60.0% | $1,961-77.2% | $2,381-81.2% |
| Participant deferral / active EE | $1,242 | $2,301-46.0% | $3,108-60.0% | $3,470-64.2% |
| Admin fee / account holder | $329 | $4,223-92.2% | $5,060-93.5% | $4,888-93.3% |