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 | $8,484 | $232,540-96.4% | $185,117-95.4% | $147,584-94.3% |
| Participation rate | 40.0% | 82.4%-42.4pp | 77.3%-37.3pp | 82.8%-42.8pp |
| Annual return | 20.07% | 43.03%-23.0pp | 40.50%-20.4pp | 578.55%-558.5pp |
| Employer contribution / active EE | $614 | $5,195-88.2% | $4,182-85.3% | $4,876-87.4% |
| Participant deferral / active EE | $1,644 | $5,834-71.8% | $5,045-67.4% | $5,439-69.8% |
| Admin fee / account holder | $2,064 | $10,275-79.9% | $8,159-74.7% | $10,885-81.0% |