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 5-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 | $8,877 | $57,281-84.5% | $86,612-89.8% | $75,163-88.2% |
| Participation rate | 41.4% | 63.2%-21.8pp | 71.7%-30.3pp | 67.2%-25.8pp |
| Annual return | 24.88% | 2670.75%-2645.9pp | 591.07%-566.2pp | 160.62%-135.7pp |
| Employer contribution / active EE | $954 | $2,314-58.8% | $3,022-68.4% | $2,670-64.3% |
| Participant deferral / active EE | $1,181 | $3,318-64.4% | $4,438-73.4% | $4,125-71.4% |
| Admin fee / account holder | $362 | $4,112-91.2% | $5,614-93.5% | $5,651-93.6% |