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 | $14,726 | $65,395-77.5% | $182,532-91.9% | $72,985-79.8% |
| Participation rate | 32.5% | 65.4%-32.9pp | 78.0%-45.5pp | 69.5%-37.0pp |
| Annual return | 28.43% | 27.68%+0.7pp | 148.54%-120.1pp | 81.00%-52.6pp |
| Employer contribution / active EE | $889 | $1,911-53.5% | $4,076-78.2% | $2,440-63.6% |
| Participant deferral / active EE | $1,265 | $3,563-64.5% | $5,524-77.1% | $3,607-64.9% |
| Admin fee / account holder | $773 | $4,245-81.8% | $8,592-91.0% | $5,124-84.9% |