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 8-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 | $10,338 | $91,190-88.7% | $178,490-94.2% | $79,858-87.1% |
| Participation rate | 31.1% | 69.2%-38.1pp | 81.9%-50.8pp | 69.6%-38.5pp |
| Annual return | 22.55% | 24.19%-1.6pp | 151.07%-128.5pp | 31.71%-9.2pp |
| Employer contribution / active EE | $529 | $3,256-83.7% | $5,011-89.4% | $2,471-78.6% |
| Participant deferral / active EE | $1,166 | $3,236-64.0% | $5,202-77.6% | $3,740-68.8% |
| Admin fee / account holder | $947 | $6,751-86.0% | $13,984-93.2% | $5,306-82.2% |