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 | $13,681 | $87,733-84.4% | $106,548-87.2% | $85,850-84.1% |
| Participation rate | 48.3% | 71.9%-23.7pp | 76.1%-27.9pp | 69.3%-21.0pp |
| Annual return | 13.37% | 21.86%-8.5pp | 26.80%-13.4pp | 318.53%-305.2pp |
| Employer contribution / active EE | $1,385 | $2,073-33.2% | $2,819-50.9% | $2,565-46.0% |
| Participant deferral / active EE | $1,549 | $3,469-55.3% | $4,398-64.8% | $3,952-60.8% |
| Admin fee / account holder | $1,879 | $6,767-72.2% | $7,407-74.6% | $6,260-70.0% |