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 | $10,863 | $61,605-82.4% | $112,229-90.3% | $75,163-85.5% |
| Participation rate | 42.3% | 61.7%-19.4pp | 72.4%-30.1pp | 67.2%-24.9pp |
| Annual return | 14.33% | 28.47%-14.1pp | 30.20%-15.9pp | 160.62%-146.3pp |
| Employer contribution / active EE | $1,031 | $2,015-48.9% | $3,430-70.0% | $2,670-61.4% |
| Participant deferral / active EE | $1,928 | $3,108-38.0% | $4,798-59.8% | $4,125-53.3% |
| Admin fee / account holder | $8,614 | $4,862+77.2% | $7,748+11.2% | $5,651+52.4% |