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 | $13,944 | $91,190-84.7% | $178,490-92.2% | $79,858-82.5% |
| Participation rate | 36.8% | 69.2%-32.4pp | 81.9%-45.1pp | 69.6%-32.8pp |
| Annual return | 15.81% | 24.19%-8.4pp | 151.07%-135.3pp | 31.71%-15.9pp |
| Employer contribution / active EE | $640 | $3,256-80.4% | $5,011-87.2% | $2,471-74.1% |
| Participant deferral / active EE | $1,346 | $3,236-58.4% | $5,202-74.1% | $3,740-64.0% |
| Admin fee / account holder | $10,734 | $6,751+59.0% | $13,984-23.2% | $5,306+102.3% |