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 | $9,600 | $45,035-78.7% | $62,995-84.8% | $70,131-86.3% |
| Participation rate | 32.6% | 69.5%-37.0pp | 74.8%-42.2pp | 69.5%-37.0pp |
| Annual return | 21.88% | 18.76%+3.1pp | 87.57%-65.7pp | 73.14%-51.3pp |
| Employer contribution / active EE | $567 | $2,051-72.4% | $2,759-79.4% | $2,342-75.8% |
| Participant deferral / active EE | $1,038 | $2,465-57.9% | $3,329-68.8% | $3,332-68.8% |
| Admin fee / account holder | $393 | $2,834-86.1% | $3,600-89.1% | $4,645-91.5% |