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 | $6,268 | $37,426-83.3% | $77,482-91.9% | $79,858-92.2% |
| Participation rate | 51.7% | 41.5%+10.2pp | 54.2%-2.5pp | 69.6%-17.9pp |
| Annual return | 15.24% | 39.70%-24.5pp | 54.79%-39.6pp | 31.71%-16.5pp |
| Employer contribution / active EE | $154 | $637-75.8% | $986-84.4% | $2,471-93.8% |
| Participant deferral / active EE | $330 | $1,260-73.8% | $1,861-82.3% | $3,740-91.2% |
| Admin fee / account holder | $6,108 | $2,504+143.9% | $2,858+113.7% | $5,306+15.1% |