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 | $8,264 | $77,899-89.4% | $149,673-94.5% | $75,163-89.0% |
| Participation rate | 45.7% | 65.6%-19.9pp | 78.8%-33.1pp | 67.2%-21.5pp |
| Annual return | 14.56% | 31.72%-17.2pp | 134.42%-119.9pp | 160.62%-146.1pp |
| Employer contribution / active EE | $840 | $3,137-73.2% | $4,818-82.6% | $2,670-68.5% |
| Participant deferral / active EE | $1,366 | $3,411-59.9% | $5,680-75.9% | $4,125-66.9% |
| Admin fee / account holder | $2,579 | $5,956-56.7% | $13,210-80.5% | $5,651-54.4% |