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 5-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 | $10,416 | $52,406-80.1% | $129,207-91.9% | $74,495-86.0% |
| Participation rate | 54.2% | 53.8%+0.4pp | 69.6%-15.4pp | 67.2%-13.0pp |
| Annual return | 11.84% | 15.66%-3.8pp | 9417.33%-9405.5pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $741 | $1,531-51.6% | $4,153-82.2% | $2,623-71.7% |
| Participant deferral / active EE | $923 | $2,794-67.0% | $4,168-77.8% | $4,346-78.8% |
| Admin fee / account holder | $1,356 | $2,633-48.5% | $7,715-82.4% | $1,942-30.2% |