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 | $12,452 | $211,958-94.1% | $169,463-92.7% | $135,375-90.8% |
| Participation rate | 42.9% | 82.6%-39.8pp | 77.8%-34.9pp | 82.6%-39.8pp |
| Annual return | -6.37% | 3.26%-9.6pp | 1.83%-8.2pp | 519.73%-526.1pp |
| Employer contribution / active EE | $715 | $5,120-86.0% | $4,159-82.8% | $4,779-85.0% |
| Participant deferral / active EE | $1,318 | $6,075-78.3% | $5,277-75.0% | $5,609-76.5% |
| Admin fee / account holder | $525 | $11,471-95.4% | $9,109-94.2% | $10,827-95.2% |