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 | $9,271 | $113,339-91.8% | $94,993-90.2% | $147,584-93.7% |
| Participation rate | 63.2% | 78.0%-14.8pp | 73.9%-10.7pp | 82.8%-19.7pp |
| Annual return | 11.86% | 20.77%-8.9pp | 27.12%-15.3pp | 578.55%-566.7pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,679 | $3,777-29.1% | $3,317-19.2% | $5,439-50.7% |
| Admin fee / account holder | $1,519 | $6,063-74.9% | $4,960-69.4% | $10,885-86.0% |