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 | $10,471 | $115,770-91.0% | $101,248-89.7% | $158,922-93.4% |
| Participation rate | 68.2% | 79.4%-11.2pp | 75.8%-7.6pp | 82.0%-13.8pp |
| Annual return | 10.43% | 56.14%-45.7pp | 46.47%-36.0pp | 302.83%-292.4pp |
| Employer contribution / active EE | $907 | $4,175-78.3% | $3,660-75.2% | $4,761-81.0% |
| Participant deferral / active EE | $1,480 | $4,957-70.2% | $4,370-66.1% | $5,982-75.3% |
| Admin fee / account holder | $1,912 | $7,245-73.6% | $5,945-67.8% | $11,246-83.0% |