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 | $7,806 | $91,190-91.4% | $178,490-95.6% | $79,858-90.2% |
| Participation rate | 69.4% | 69.2%+0.2pp | 81.9%-12.5pp | 69.6%-0.2pp |
| Annual return | 10.20% | 24.19%-14.0pp | 151.07%-140.9pp | 31.71%-21.5pp |
| Employer contribution / active EE | $566 | $3,256-82.6% | $5,011-88.7% | $2,471-77.1% |
| Participant deferral / active EE | $938 | $3,236-71.0% | $5,202-82.0% | $3,740-74.9% |
| Admin fee / account holder | $1,131 | $6,751-83.2% | $13,984-91.9% | $5,306-78.7% |