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 | $4,283 | $90,503-95.3% | $78,689-94.6% | $273,961-98.4% |
| Participation rate | 30.8% | 76.5%-45.7pp | 73.6%-42.8pp | 83.0%-52.2pp |
| Annual return | 8.22% | 75.60%-67.4pp | 62.18%-54.0pp | 41.45%-33.2pp |
| Employer contribution / active EE | $557 | $3,176-82.5% | $2,851-80.5% | $4,869-88.6% |
| Participant deferral / active EE | $590 | $3,901-84.9% | $3,517-83.2% | $5,287-88.8% |
| Admin fee / account holder | $1,299 | $5,263-75.3% | $4,510-71.2% | $10,132-87.2% |