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 9-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 | $10,154 | $84,233-87.9% | $170,442-94.0% | $70,131-85.5% |
| Participation rate | 41.5% | 70.8%-29.3pp | 83.6%-42.1pp | 69.5%-28.0pp |
| Annual return | 19.33% | 23.06%-3.7pp | 205.93%-186.6pp | 73.14%-53.8pp |
| Employer contribution / active EE | $702 | $3,387-79.3% | $5,433-87.1% | $2,342-70.1% |
| Participant deferral / active EE | $1,295 | $3,086-58.0% | $4,939-73.8% | $3,332-61.1% |
| Admin fee / account holder | $2,984 | $5,698-47.6% | $13,880-78.5% | $4,645-35.8% |