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 8-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 | $4,450 | $65,395-93.2% | $182,532-97.6% | $72,985-93.9% |
| Participation rate | 42.4% | 65.4%-23.0pp | 78.0%-35.6pp | 69.5%-27.1pp |
| Annual return | 132.47% | 27.68%+104.8pp | 148.54%-16.1pp | 81.00%+51.5pp |
| Employer contribution / active EE | $487 | $1,911-74.5% | $4,076-88.1% | $2,440-80.0% |
| Participant deferral / active EE | $1,288 | $3,563-63.8% | $5,524-76.7% | $3,607-64.3% |
| Admin fee / account holder | $326 | $4,245-92.3% | $8,592-96.2% | $5,124-93.6% |