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 | $13,431 | $58,879-77.2% | $178,490-92.5% | $73,488-81.7% |
| Participation rate | 30.3% | 66.2%-35.9pp | 81.9%-51.6pp | 70.7%-40.4pp |
| Annual return | 18.05% | 24.86%-6.8pp | 151.07%-133.0pp | 28.51%-10.5pp |
| Employer contribution / active EE | $615 | $2,236-72.5% | $5,011-87.7% | $2,270-72.9% |
| Participant deferral / active EE | $1,309 | $2,567-49.0% | $5,202-74.8% | $3,740-65.0% |
| Admin fee / account holder | $606 | $400+51.4% | $13,984-95.7% | $513+18.1% |