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 | $11,155 | $53,777-79.3% | $134,143-91.7% | $79,858-86.0% |
| Participation rate | 46.4% | 58.8%-12.3pp | 72.2%-25.7pp | 69.6%-23.2pp |
| Annual return | 17.23% | 19.01%-1.8pp | 36.33%-19.1pp | 31.71%-14.5pp |
| Employer contribution / active EE | $528 | $1,321-60.0% | $3,704-85.7% | $2,471-78.6% |
| Participant deferral / active EE | $1,439 | $2,420-40.6% | $3,499-58.9% | $3,740-61.5% |
| Admin fee / account holder | $644 | $3,984-83.8% | $6,684-90.4% | $5,306-87.9% |