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 | $9,974 | $53,127-81.2% | $86,590-88.5% | $70,131-85.8% |
| Participation rate | 51.0% | 65.3%-14.3pp | 73.5%-22.5pp | 69.5%-18.5pp |
| Annual return | 15.22% | 27.66%-12.4pp | 964.84%-949.6pp | 73.14%-57.9pp |
| Employer contribution / active EE | $480 | $2,068-76.8% | $2,839-83.1% | $2,342-79.5% |
| Participant deferral / active EE | $932 | $2,696-65.4% | $3,609-74.2% | $3,332-72.0% |
| Admin fee / account holder | $1,147 | $3,585-68.0% | $4,906-76.6% | $4,645-75.3% |