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 | $31,413 | $198,466-84.2% | $170,442-81.6% | $147,584-78.7% |
| Participation rate | 38.5% | 88.0%-49.5pp | 83.6%-45.1pp | 82.8%-44.4pp |
| Annual return | 23.08% | 257.29%-234.2pp | 205.93%-182.9pp | 578.55%-555.5pp |
| Employer contribution / active EE | $1,695 | $6,184-72.6% | $5,433-68.8% | $4,876-65.2% |
| Participant deferral / active EE | $3,171 | $5,629-43.7% | $4,939-35.8% | $5,439-41.7% |
| Admin fee / account holder | $313 | $16,852-98.1% | $13,880-97.7% | $10,885-97.1% |