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 8-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 | $10,023 | $127,777-92.2% | $106,548-90.6% | $167,490-94.0% |
| Participation rate | 42.9% | 78.3%-35.4pp | 76.1%-33.3pp | 82.1%-39.2pp |
| Annual return | 10.83% | 33.87%-23.0pp | 26.80%-16.0pp | 478.56%-467.7pp |
| Employer contribution / active EE | $1,094 | $3,427-68.1% | $2,819-61.2% | $4,837-77.4% |
| Participant deferral / active EE | $1,898 | $5,087-62.7% | $4,398-56.8% | $6,341-70.1% |
| Admin fee / account holder | $5,927 | $11,228-47.2% | $7,407-20.0% | $12,309-51.8% |