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 9-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 | $12,824 | $72,277-82.3% | $101,248-87.3% | $79,858-83.9% |
| Participation rate | 42.9% | 68.5%-25.6pp | 75.8%-33.0pp | 69.6%-26.8pp |
| Annual return | 30.88% | 22.30%+8.6pp | 46.47%-15.6pp | 31.71%-0.8pp |
| Employer contribution / active EE | $715 | $2,692-73.4% | $3,660-80.5% | $2,471-71.0% |
| Participant deferral / active EE | $1,912 | $3,282-41.7% | $4,370-56.3% | $3,740-48.9% |
| Admin fee / account holder | $824 | $4,400-81.3% | $5,945-86.1% | $5,306-84.5% |