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 | $9,443 | $70,475-86.6% | $100,516-90.6% | $79,858-88.2% |
| Participation rate | 43.8% | 73.7%-29.9pp | 79.4%-35.7pp | 69.6%-25.9pp |
| Annual return | 71.92% | 21.90%+50.0pp | 30.89%+41.0pp | 31.71%+40.2pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,553 | $5,181-50.7% | $6,270-59.3% | $3,740-31.7% |
| Admin fee / account holder | $1,426 | $4,478-68.2% | $8,081-82.4% | $5,306-73.1% |