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 | $7,122 | $54,541-86.9% | $78,778-91.0% | $70,131-89.8% |
| Participation rate | 56.0% | 60.8%-4.8pp | 69.2%-13.2pp | 69.5%-13.5pp |
| Annual return | 13.73% | 21.07%-7.3pp | 35.62%-21.9pp | 73.14%-59.4pp |
| Employer contribution / active EE | $581 | $1,089-46.6% | $1,986-70.7% | $2,342-75.2% |
| Participant deferral / active EE | $1,390 | $2,210-37.1% | $2,958-53.0% | $3,332-58.3% |
| Admin fee / account holder | $1,000 | $3,709-73.0% | $5,134-80.5% | $4,645-78.5% |