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 5-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 | $5,468 | $110,261-95.0% | $95,745-94.3% | $139,434-96.1% |
| Participation rate | 40.0% | 75.8%-35.8pp | 72.3%-32.3pp | 80.3%-40.3pp |
| Annual return | 9.38% | 27.11%-17.7pp | 28.35%-19.0pp | 372.94%-363.6pp |
| Employer contribution / active EE | $706 | $3,257-78.3% | $2,835-75.1% | $4,751-85.1% |
| Participant deferral / active EE | $966 | $4,676-79.3% | $4,245-77.2% | $6,710-85.6% |
| Admin fee / account holder | $9,111 | $6,613+37.8% | $5,678+60.5% | $11,403-20.1% |