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 | $7,533 | $99,020-92.4% | $86,590-91.3% | $147,584-94.9% |
| Participation rate | 47.4% | 76.3%-29.0pp | 73.5%-26.2pp | 82.8%-35.5pp |
| Annual return | 30.21% | 1312.34%-1282.1pp | 964.84%-934.6pp | 578.55%-548.3pp |
| Employer contribution / active EE | $1,066 | $3,132-66.0% | $2,839-62.5% | $4,876-78.1% |
| Participant deferral / active EE | $1,447 | $3,972-63.6% | $3,609-59.9% | $5,439-73.4% |
| Admin fee / account holder | $350 | $5,710-93.9% | $4,906-92.9% | $10,885-96.8% |