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 | $6,544 | $102,966-93.6% | $90,281-92.8% | $152,861-95.7% |
| Participation rate | 57.1% | 75.9%-18.7pp | 73.3%-16.1pp | 82.4%-25.3pp |
| Annual return | 24.65% | 95.16%-70.5pp | 78.10%-53.5pp | 345.32%-320.7pp |
| Employer contribution / active EE | $722 | $3,139-77.0% | $2,854-74.7% | $4,762-84.8% |
| Participant deferral / active EE | $833 | $4,281-80.6% | $3,885-78.6% | $5,850-85.8% |
| Admin fee / account holder | $729 | $6,171-88.2% | $5,351-86.4% | $11,596-93.7% |