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 | $7,002 | $57,541-87.8% | $95,745-92.7% | $75,163-90.7% |
| Participation rate | 58.0% | 62.5%-4.5pp | 72.3%-14.3pp | 67.2%-9.2pp |
| Annual return | 20.69% | 34.93%-14.2pp | 28.35%-7.7pp | 160.62%-139.9pp |
| Employer contribution / active EE | $387 | $1,808-78.6% | $2,835-86.4% | $2,670-85.5% |
| Participant deferral / active EE | $1,770 | $3,074-42.4% | $4,245-58.3% | $4,125-57.1% |
| Admin fee / account holder | $1,265 | $4,099-69.1% | $5,678-77.7% | $5,651-77.6% |