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 | $9,145 | $101,069-91.0% | $81,478-88.8% | $147,584-93.8% |
| Participation rate | 50.0% | 74.5%-24.5pp | 68.0%-18.0pp | 82.8%-32.8pp |
| Annual return | 36.53% | 32.40%+4.1pp | 38.78%-2.3pp | 578.55%-542.0pp |
| Employer contribution / active EE | $674 | $3,205-79.0% | $2,568-73.8% | $4,876-86.2% |
| Participant deferral / active EE | $753 | $4,242-82.3% | $3,537-78.7% | $5,439-86.2% |
| Admin fee / account holder | $495 | $5,812-91.5% | $4,561-89.1% | $10,885-95.4% |