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 | $4,247 | $77,634-94.5% | $156,549-97.3% | $62,891-93.2% |
| Participation rate | 66.7% | 71.2%-4.5pp | 84.0%-17.3pp | 69.3%-2.6pp |
| Annual return | 12.68% | 50.32%-37.6pp | 32.23%-19.5pp | 20.14%-7.5pp |
| Employer contribution / active EE | $424 | $3,444-87.7% | $5,501-92.3% | $2,281-81.4% |
| Participant deferral / active EE | $1,006 | $3,045-67.0% | $4,871-79.3% | $3,203-68.6% |
| Admin fee / account holder | $362 | $5,561-93.5% | $13,027-97.2% | $4,296-91.6% |