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 | $12,446 | $63,346-80.4% | $92,233-86.5% | $70,131-82.3% |
| Participation rate | 66.7% | 68.7%-2.0pp | 76.5%-9.8pp | 69.5%-2.9pp |
| Annual return | 20.51% | 530.12%-509.6pp | 176.28%-155.8pp | 73.14%-52.6pp |
| Employer contribution / active EE | $639 | $2,471-74.1% | $3,679-82.6% | $2,342-72.7% |
| Participant deferral / active EE | $1,500 | $2,854-47.4% | $3,897-61.5% | $3,332-55.0% |
| Admin fee / account holder | $335 | $3,840-91.3% | $5,194-93.5% | $4,645-92.8% |