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 | $9,322 | $109,327-91.5% | $89,391-89.6% | $158,922-94.1% |
| Participation rate | 56.3% | 74.3%-18.0pp | 68.0%-11.7pp | 82.0%-25.7pp |
| Annual return | 13.59% | 345.68%-332.1pp | 245.62%-232.0pp | 302.83%-289.2pp |
| Employer contribution / active EE | $738 | $3,170-76.7% | $2,586-71.4% | $4,761-84.5% |
| Participant deferral / active EE | $2,905 | $4,598-36.8% | $3,890-25.3% | $5,982-51.4% |
| Admin fee / account holder | $8,746 | $6,153+42.1% | $4,881+79.2% | $11,246-22.2% |