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 | $8,813 | $54,541-83.8% | $78,778-88.8% | $70,131-87.4% |
| Participation rate | 63.2% | 60.8%+2.4pp | 69.2%-6.0pp | 69.5%-6.4pp |
| Annual return | 0.00% | 21.07%-21.1pp | 35.62%-35.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $968 | $1,089-11.1% | $1,986-51.3% | $2,342-58.7% |
| Participant deferral / active EE | $3,518 | $2,210+59.2% | $2,958+18.9% | $3,332+5.6% |
| Admin fee / account holder | $696 | $3,709-81.2% | $5,134-86.4% | $4,645-85.0% |