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 | $8,228 | $54,762-85.0% | $90,281-90.9% | $72,985-88.7% |
| Participation rate | 36.8% | 65.1%-28.3pp | 73.3%-36.4pp | 69.5%-32.6pp |
| Annual return | 19.87% | 30.63%-10.8pp | 78.10%-58.2pp | 81.00%-61.1pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $871 | $2,887-69.8% | $3,885-77.6% | $3,607-75.9% |
| Admin fee / account holder | $478 | $3,972-88.0% | $5,351-91.1% | $5,124-90.7% |