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 | $8,579 | $84,233-89.8% | $170,442-95.0% | $70,131-87.8% |
| Participation rate | 40.4% | 70.8%-30.4pp | 83.6%-43.2pp | 69.5%-29.1pp |
| Annual return | 24.57% | 23.06%+1.5pp | 205.93%-181.4pp | 73.14%-48.6pp |
| Employer contribution / active EE | $588 | $3,387-82.6% | $5,433-89.2% | $2,342-74.9% |
| Participant deferral / active EE | $1,479 | $3,086-52.1% | $4,939-70.1% | $3,332-55.6% |
| Admin fee / account holder | $430 | $5,698-92.5% | $13,880-96.9% | $4,645-90.7% |