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 | $14,187 | $95,971-85.2% | $74,550-81.0% | $135,375-89.5% |
| Participation rate | 37.5% | 75.7%-38.2pp | 69.1%-31.6pp | 82.6%-45.1pp |
| Annual return | 6.37% | 56.96%-50.6pp | 32.53%-26.2pp | 519.73%-513.4pp |
| Employer contribution / active EE | $452 | $2,716-83.4% | $1,961-77.0% | $4,779-90.5% |
| Participant deferral / active EE | $860 | $3,843-77.6% | $3,108-72.3% | $5,609-84.7% |
| Admin fee / account holder | $5,322 | $6,522-18.4% | $5,060+5.2% | $10,827-50.8% |