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 | $10,637 | $53,053-80.0% | $126,539-91.6% | $74,304-85.7% |
| Participation rate | 54.2% | 48.0%+6.2pp | 69.8%-15.6pp | 60.3%-6.2pp |
| Annual return | 13.89% | 29.46%-15.6pp | 425.95%-412.1pp | 29.43%-15.5pp |
| Employer contribution / active EE | $745 | $1,168-36.2% | $3,674-79.7% | $2,241-66.8% |
| Participant deferral / active EE | $838 | $2,303-63.6% | $4,083-79.5% | $3,767-77.8% |
| Admin fee / account holder | $3,912 | $3,698+5.8% | $6,065-35.5% | $2,969+31.8% |