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 | $10,849 | $135,952-92.0% | $123,892-91.2% | $273,961-96.0% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 5.29% | 56.63%-51.3pp | 47.52%-42.2pp | 41.45%-36.2pp |
| Employer contribution / active EE | $1,084 | $5,170-79.0% | $4,617-76.5% | $4,869-77.7% |
| Participant deferral / active EE | $2,308 | $6,343-63.6% | $5,984-61.4% | $5,287-56.4% |
| Admin fee / account holder | $919 | $9,817-90.6% | $8,357-89.0% | $10,132-90.9% |