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 | $9,870 | $45,035-78.1% | $62,995-84.3% | $70,131-85.9% |
| Participation rate | 32.1% | 69.5%-37.4pp | 74.8%-42.7pp | 69.5%-37.5pp |
| Annual return | 11.36% | 18.76%-7.4pp | 87.57%-76.2pp | 73.14%-61.8pp |
| Employer contribution / active EE | $500 | $2,051-75.6% | $2,759-81.9% | $2,342-78.7% |
| Participant deferral / active EE | $954 | $2,465-61.3% | $3,329-71.3% | $3,332-71.4% |
| Admin fee / account holder | $692 | $2,834-75.6% | $3,600-80.8% | $4,645-85.1% |