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 | $7,090 | $52,580-86.5% | $71,671-90.1% | $70,131-89.9% |
| Participation rate | 41.7% | 60.9%-19.2pp | 68.7%-27.1pp | 69.5%-27.9pp |
| Annual return | 37.31% | 20.25%+17.1pp | 20.65%+16.7pp | 73.14%-35.8pp |
| Employer contribution / active EE | $692 | $1,616-57.1% | $2,460-71.9% | $2,342-70.4% |
| Participant deferral / active EE | $1,070 | $2,386-55.2% | $3,438-68.9% | $3,332-67.9% |
| Admin fee / account holder | $1,156 | $3,653-68.3% | $5,558-79.2% | $4,645-75.1% |