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 3-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 | $9,173 | $81,248-88.7% | $155,509-94.1% | $80,856-88.7% |
| Participation rate | 34.6% | 66.2%-31.6pp | 78.2%-43.6pp | 67.6%-33.0pp |
| Annual return | 18.52% | 33.31%-14.8pp | 64.67%-46.2pp | 35.59%-17.1pp |
| Employer contribution / active EE | $972 | $3,100-68.6% | $4,672-79.2% | $2,755-64.7% |
| Participant deferral / active EE | $1,402 | $3,452-59.4% | $5,626-75.1% | $4,296-67.4% |
| Admin fee / account holder | $2,243 | $7,997-72.0% | $15,912-85.9% | $6,918-67.6% |