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 | $7,386 | $48,795-84.9% | $65,493-88.7% | $84,808-91.3% |
| Participation rate | 63.1% | 67.0%-3.9pp | 73.1%-10.0pp | 68.3%-5.2pp |
| Annual return | 16.03% | 20.20%-4.2pp | 982.45%-966.4pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,505 | $1,930-22.0% | $2,574-41.5% | $2,631-42.8% |
| Participant deferral / active EE | $1,527 | $2,928-47.8% | $3,961-61.4% | $4,212-63.7% |
| Admin fee / account holder | $1,618 | $3,877-58.3% | $5,028-67.8% | $7,344-78.0% |