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 | $8,080 | $65,041-87.6% | $90,951-91.1% | $79,858-89.9% |
| Participation rate | 62.2% | 61.6%+0.6pp | 69.0%-6.8pp | 69.6%-7.5pp |
| Annual return | 19.58% | 30.45%-10.9pp | 134.60%-115.0pp | 31.71%-12.1pp |
| Employer contribution / active EE | $684 | $1,247-45.2% | $2,122-67.8% | $2,471-72.3% |
| Participant deferral / active EE | $1,693 | $2,512-32.6% | $3,373-49.8% | $3,740-54.7% |
| Admin fee / account holder | $844 | $4,536-81.4% | $5,959-85.8% | $5,306-84.1% |