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 | $8,087 | $68,719-88.2% | $91,541-91.2% | $84,808-90.5% |
| Participation rate | 34.5% | 64.5%-30.0pp | 69.8%-35.3pp | 68.3%-33.8pp |
| Annual return | 15.39% | 19.12%-3.7pp | 20.50%-5.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $520 | $1,920-72.9% | $2,505-79.2% | $2,631-80.2% |
| Participant deferral / active EE | $1,976 | $3,136-37.0% | $4,008-50.7% | $4,212-53.1% |
| Admin fee / account holder | $2,175 | $5,786-62.4% | $6,956-68.7% | $7,344-70.4% |