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 | $9,727 | $76,000-87.2% | $154,107-93.7% | $64,186-84.8% |
| Participation rate | 53.5% | 70.4%-16.9pp | 83.0%-29.5pp | 69.6%-16.1pp |
| Annual return | -7.39% | 30.32%-37.7pp | 735.12%-742.5pp | 7.63%-15.0pp |
| Employer contribution / active EE | $759 | $3,351-77.4% | $5,298-85.7% | $2,381-68.1% |
| Participant deferral / active EE | $986 | $3,175-69.0% | $5,081-80.6% | $3,470-71.6% |
| Admin fee / account holder | $534 | $5,596-90.5% | $13,411-96.0% | $4,888-89.1% |