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 7-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 | $12,563 | $95,416-86.8% | $185,823-93.2% | $85,850-85.4% |
| Participation rate | 38.1% | 68.8%-30.7pp | 81.7%-43.6pp | 69.3%-31.2pp |
| Annual return | 15.08% | 23.59%-8.5pp | 122.05%-107.0pp | 318.53%-303.5pp |
| Employer contribution / active EE | $693 | $3,314-79.1% | $5,167-86.6% | $2,565-73.0% |
| Participant deferral / active EE | $1,351 | $3,423-60.5% | $5,568-75.7% | $3,952-65.8% |
| Admin fee / account holder | $684 | $7,213-90.5% | $16,237-95.8% | $6,260-89.1% |